236 results found
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Pull Products/Services from QuickBooks Online when integrated with ApprovalMax
Would like to be able to assign products/services to my documents, just like when integrate directly with QuickBooks.
10 votes -
12 votes
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Purchases Order Match for QBD
Matching Purchases orders for Desktop users with Quickbooks, Hydra
7 votes -
7 votes
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Populate QBO Memo field with Line Item ->Description
The QBO Memo field is not getting populated with the Description under Item Details. If there is only 1 line item, is it possible to set the QBO Memo = Line Item Description, since when there is more than 1 line item a new description is entered for each line anyway.
2 votes -
3 votes
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Payment method linked to shareholder loan account.
Are we able to link a payment method to a certain account in Quickbooks? My main use case would be when using a personal credit card to make a business purchase, I would like it to be sent to QBO as paid and for the Credit to go to the Shareholder Loan account.
Right now, the best method I have found is to send it as unpaid so that it goes to A/P. Then in QBO I record payments of the A/P amounts from a clearing account bank account I set up in QBO. And then I enter deposits into…
4 votes -
CIS deducted on sales items
CIS Categories on Sales Items
8 votes -
6 votes
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Publishing to Bank in FreeAgent
Can you please add the ability to publish to Bank in FreeAgent, not only to Expenses and Bills.
22 votes -
Transferring Check # when publishing items to Check in QBO
I’m using Receipt-bank with the Quickbooks integration. Sometimes, when I pay a bill with a check, I publish it in the « check » category of Quickbooks. I would like to know if there is a way to fill the « check number / reference » field that is present in Quickbooks directly in receipt-bank (in the app if it’s possible). Because for now, I haven’t found it, and I need to open the bill a second time in Quickbooks just to enter this number, and it takes time
Currently, the workflow is an item's Receipt Bank ID number (RB9110907204)…
20 votes -
QBO: Show Parent Class: Subclass in Dext
Can you make a change so that the parent class code is combined with the sub-class code with a colon in the dropdown menu? For example, I want to see this "Prog-ILP:class A"
Right now, there is no way to tell which class code is connected to the parent class, especially of the parent class have the same name as one of the sub-classes.
8 votes -
Send line items to different jobs in Workflow Max
From the testing I’ve been doing, by assigning an overall project, all costs are allocated to that job and are not split down by the line items. Please set it so that when items have line items on them allocated to different projects they end up assigned to these projects in WFM.
This also impacts publishing Expense Reports to WFM - because all the expenses within the report can only be assigned to a single project.
18 votes -
QBD Hydra- include the image link to a different section tha Memo
Seems that some clients prefer to move the image link to another section or the option not to send the images to QBD at all
8 votes -
Sync MYOB 'Category' (MYOB Renamed to Cost Centre) field as additional tracking
Within MYOB there's an additional tracking field called Category. Could you please provide us with the ability to also utilise this field within RB
17 votesThank you for the feedback, the integrations team will investigate whether this is possible and provide a further update.
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7 votes
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