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Display Name in QuickBooks must be unique across customer, employee and vendor.
Sun, Sep 9, 2018 at 10:06 PM - In Quickbooks, the display name is used as a unique identifier across Customer (also known as Donor, Tenants etc.), Employee and Vendor. As such, trying to add another record with the same display name which already exists in any of the three types will give you an error: Another tenant, ve...
Custom fields are not showing up for QuickBooks invoice
Sat, Nov 3, 2018 at 3:24 PM - If you have defined customer fields for your Quickbooks Sales and the fields are not showing up when you are using the create invoice action in Workato, the reason could be that you have not refreshed schema. In the screenshot below, there are two defined custom fields called SalesCustom1 a...
Working with QuickBooks line items (Summary Line)
Tue, Aug 4, 2015 at 5:17 PM - Workato is able to retrieve line item data from within QuickBooks Online Estimates and Invoices. However, one unintended result from this process is that QuickBooks tend to produce an unexpected Summary Line as its last line item in the array which will cause the recipe to run into an error. ...
Sales Tax for Non US QuickBooks Users
Wed, Sep 9, 2015 at 11:43 AM - What is sales tax and do you need to have it? Sales tax is a fee charged by government agencies for the sale of products and services. The fee is usually a percentage of the price of the product or service. QuickBooks requires all Non-US accounts to have a tax code to be assigned in...
What editions of QuickBooks Online does Workato work with?
Wed, Dec 9, 2015 at 2:59 PM - We currently work with all 3 editions available for small businesses - QuickBooks Simple Start, QuickBooks Essentials, as well as QuickBooks Plus. We currently do not work with the edition for independent contractors - QuickBooks Self-Employed.
How do I trigger the recipe only when my invoices are sent out to my customer?
Thu, Dec 10, 2015 at 6:23 PM - To trigger your recipe when your invoices are sent out to the client, you would need to implement conditional steps on your recipe to filter out invoices which have not yet been sent. To do this, there are 2 fields of interest: 'PrintStatus' and 'EmailStatus'. If you ...
Different Labels between QBO profit and non-profit versions
Fri, Sep 2, 2016 at 10:20 AM - This article aims to match some of the labels that are used by the profit organization to those of non-profit ones. For Profit Non-Profit Invoice Pledge Sales Receipt Donations (Sales) Expenses Expenditure Profit and loss Statement of ...
How do I create Purchase Order with Vendor Terms mapped dynamically in QuickBooks?
Fri, Sep 2, 2016 at 10:28 AM - QuickBooks vendor Terms can be selected manually in recipes. But when we are selecting data pills from a source app (click the blue dotted button at the right), the recipe asks for a Terms ID, as shown below. How do we deal with this? QuickBooks understands ter...
How do I add shipping charges to Invoices and Sales Recipes in QuickBooks Online?
Sat, Sep 3, 2016 at 11:24 PM - First and foremost, ensure that your QuickBooks Online account has shipping turned on. This setting can be found in your Account Settings under Sales. Shipping charges typically show up before the total amount in your invoice: To add shipping charges using a ...
How to get shipping address from a payment trigger in QuickBooks?
Fri, Sep 16, 2016 at 9:57 AM - When there is a new payment in QuickBooks and you would like to get the shipping address, you would have to do the following steps in order to retrieve the shipping address data. This is because, the shipping information is on the invoice and not the payment itself. ...
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