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Quickbooks Online

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System option to queue full product sync

You can update stock in QBO and depending on the method used, sometimes the last updated timestamp is not updated. This means that on the next sync with QBO we do not update the stock levels on our side. We have tried raising this with QBO, but th...
Guest 3 months ago in Quickbooks Online 0

Support Tax Exempt Setting in QBO

QBO does not contain a tax-code when the "Tax-Exempt" box is selected. Once the tick-box is checked, the "Select Tax Rate" option is greyed out and cannot be selected. In the CRM, there is no way to set this field on creation.
Guest about 1 month ago in Quickbooks Online 0

Import payment information from QBO secondary connection

If you have Xero set up as a secondary connection, the primary integration imports payment information from Xero. This is not currently functionality for Quickbooks Online, the only way to see outstanding invoices is on the Aged Receivables page, ...
Guest over 1 year ago in Quickbooks Online 0

QuickBooks integration with Pipeline

Could be a suggestion for the next update to enable a QuickBooks integration that would recognize any sale registered through the QuickBooks integration and update the Pipeline status from Prospect to Customer (if Prospect Customer Type is configu...
Guest 5 months ago in Quickbooks Online 0

Two way Sync Company sync with Quickbooks

When company details change in either QB or Prospect CRM sync these: company name, telephone number and address
Guest over 1 year ago in Quickbooks Online 1

Product description on quote table to support Rich Text

Currently the product description field on a quote table does not support rich text. A customer may have entered indentations or styling in their products' description in their accounting/erp system so that these are easily understood when sent to...
Guest over 1 year ago in Quickbooks Online 0

Option to create Purchase Order into QB when confirming order from Prospect CRM

A customer tends to create a purchase order straight away when an order is confirmed by a customer. They would find it useful to have the option to create a purchase order into QB when confirming an order from Prospect CRM. Currently they would co...
Guest over 2 years ago in Quickbooks Online 0 Investigating

Import Delivery Address for QuickBooks Online

We should import shipping address from the Cin7 API and populate the delivery address for the customer with this on our side.
Guest 7 months ago in Quickbooks Online 0

QuickBooks: Restrict Order Currency

QuickBooks only allows you to create estimates/orders/invoices in the currency set for the quickbooks customer. Once the customer is created in Quickbooks, the currency cannot be changed. The CRM should restrict the currency of the Quote/Order to ...
Micheal Semple about 2 years ago in Quickbooks Online 0

Integrate to QuickBooks Product Bundles

Within QuickBooks you can setup product bundles, this could be a bundle of the same product or of multiple products. You add one line for the bundle but the stock allocation is then assigned correctly depending on what is in the bundle.
Guest almost 2 years ago in Quickbooks Online 0