Customer data export
I would like to have the ability to export new Customer and location data to QBD prior to a job/invoice batch export. Anyone else?
Posts
Resolved! PAYMENTS
Good morningWhen our technicians are applying payments on job as they finish it is not allowing us to batch after they enter it, I still need them to enter daily as usual. Is there a setting we are missing? Here is an example,. If customer pays the t...
Monthly Billing and also using QuickBooks Enterprise
Looking to implement the monthly billing for memberships/Agreements, I have questions on how the work flow goes as far as exporting to Quickbooks and the invoicing. We are a fairly large company, looking for someone who has been utilizing this featur...
Can we add the online payment link to an estimate?
I know currently we can only add the online payment link to an invoice and a statement. We do majority Home Warranty Service calls and the Home Warranty customers we work with have to pay the full estimate amount first before we start sourcing, or do...
Resolved! Unused Membership Funds
There should be a way to easily convert unused membership funds to a credit on a customers account.
Remittance Address on Invoice
I've tried to look for this on my own, but am now lost. How can I add a "Remit To" address to my invoices? Currently, my location address for the business appears on my invoices and if someone sends a check, they will use that address. However, I wis...
Late Fees
we've been with ST for almost one year and we'd like to start charging late fees on our customers that have not been paying on time. We have the Payment Terms turned on, and would like to charge each customer that is outstanding for 30days a $3 charg...
Resolved! General Ledger accounts
Currently everything i export goes into one QBO Sales account but i would like to split this up and see where the income is coming from based on business unit. I was able to test it out with one Pricebook task and mapped it to a new QBO account label...
Refunds
Every time I process a refund for a customer, I get an email "autobatching failed payments. Does anyone get the same message?
Job PO's with inventory tracked items not exporting correctly
A recent change is supposed to enable you to put inventory tracked items on a job PO. It is supposed to leave the cost on the purchase order but add the tracked item to the equipment or materials section at zero cost. This appears to work well on the...
