Accounting

Posts

Revenue Recognition

This is an idea for interfaces, which falls closest to Accounting. We use QB for our financials and we have struggled to reconcile QB to ST every month in terms of Revenue. Part of the issue is we have jobs that are multi day jobs and ST recognizes t...

alemke by New Contributor II
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  • 1 replies
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Batch Error Report

I am trying to resolve the Batching Error Reports and I am getting a code of 3170 with a description of "There was an error when modifying a Customers list, element "800045A1-1657565816". QuickBooks error message: Cannot merge list elements." There a...

Payment Collections & Refunds HELP!!

Hello All, Before payment collections got turned on, my workflow for refunds and move payments, I had to create two fake Payment Types in ST. If we needed to move a payment, we called it Transfer Payment since the move button broke and never got fixe...

iguerrer by New Contributor
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  • 1 replies
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Purchase Orders - Customer Designation

Hello...In QuickBooks Online for vendor bills: the materials exported from ST to QBO - the purchase orders does not reflect the designated customer account it corresponds to after exporting. Is there any way ST can figure out a way to add the custome...

Multiple profile are in quickbooks

Good afternoon,When invoice are being exported to quick books new sub profiles are being made and I am wanting information on how to merge this customer also how to prevent this for the future ?

laulauga by New Contributor
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  • 1 replies
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PO Returns

Since the update ST-63, is there a way to attach a file to returns on POs?

vdupont_ by New Contributor
  • 4339 Views
  • 12 replies
  • 14 kudos

Edit an Exported payment

Why are there buttons on the invoice screen that we are not allowed to use?Example: On the invoice screen there are two buttons next to the payment (even AFTER the export is complete). 1 - edit. 2 - Delete. You can click on edit and and make the chan...

kboysen_ by New Contributor II
  • 2382 Views
  • 4 replies
  • 1 kudos

New Account Credit Feature - great idea, bad execution

I love that we can now put a credit on the customer's account. No more pinned notes and csr's forgetting to mention them, technicians not knowing about them - sounds great!Except that technicians STILL don't know about them. They process over 90% of ...

vmoore by New Contributor II
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  • 3 replies
  • 4 kudos