Topics with Label: Integration Platform

Exporting to Quickbooks on a Location level

Looking forward to seeing the invoices sent to QuickBooks by location under the main account owner.

QuickBooks Alternatives

We are considering moving away from QuickBooks and I'm looking for alternatives. What do other companies with 70k+ customers use? Do you like it? Any issues? TIA!

Resolved! QBO connecting invoice & payment

We have a common service we provide that costs $299. If we are exporting all of those payments & invoices to QBO, how does the system know which ones apply accordingly? Am I doing something wrong?In my mind, there would be some level of unique identi...

Exporting Payables to QBO

I'm able to export my BILLS to QBO, but my VENDOR CREDITS (even though I get the "batch was successfully exported" message) don't seem to be appearing. Am I missing something? Am I looking in the wrong place in QBO? I have tons of experience with QBD...

Moving to a Brand New QB Desktop File - Any Advice?

We've spent months troubleshooting various issues in our QB Desktop file & their support has finally told us we have to create a new company file. Has anyone else been through this process and have any advice? It's definitely daunting.I am thinking t...

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...

Accepting Apple Pay

I've reached out to the Payment Team about being able to accept Apple Pay in ST. The response was that we can accept Apple Pay with the chip readers out in the field. What I am wanting to do is accept Apple Pay / or have the customer be able to pay u...

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