Importing and Exporting Data
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Hi I'm looking for some help here from anyone who has success in exporting the following fields to CSV/Excel - customer name- customer phone- invoice number- invoice amount I am using a 3rd party payment service provider which generates a payment link if I can upload a file with the fields above. Most of my clients communicate with me via WhatsApp, so I am planning to 1. Do month-end invoicing in QB2. Run a batch action to generate all open invoices in PDF and have them saved to a folder on my computer3. Export a CSV with the fields above4. Build a script that allows me to upload the CSV to the payment service provider's web dashboard, so that the payment links can be generated and appended to the CSV file5. Build and run a script that creates and sends a templated WhatsApp message to my customers containing their name, invoice amount, invoice number, payment link URL, and do a lookup and retrieval of the PDF invoice from my local folder Any help around the CSV
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The Import Bill option does not provide facility to enter Item details like (Item SKU, Product/Service, Item Qty, Item Amount, Item Rate, Tax) which is available when one wants to enter a Purchase bill directly rather than using Import option
my apps tab in QBO disappeared, is there a new update ?
Manual sync is working fine and it imports all transactions from Square fir the dates I select. But the auto sync has never worked. If I go the app from the App list, it says NULL... Maybe indicating something is wrong? Also there is no error log at all. It says last sync is NEVER. But every time I trigger manual y, it runs okay. What is wrong :(
How can i create a pay run in the Non-US Version of Quickbooks Online? I have been told i should do it either through the expenses section or as a manual entry but unfortunately, i am yet to figure it out. Also, how can i migrate the the payroll amount payable to each employee when i get that data from my other accounting software as i am currently migrating from Xero to Quickbooks Online and i would like to have the amount i owe each employee under the wages payable.
Dear Sir/Madam, I am unable to understand that how can I import or enter opening balances of Expenses, Income, and Cost of Sales into Quickbooks Online. Even I cannot update after editing accounts through COA. Kindly advise. Many thanks in advance.
Trying to import old data of invoices. Created excel file in the format given in sample file by using the sample table itself. while importing unable to map fields as the date in columns is displayed as special characters. Need help
Hi there,We have set up our original entity (Entity A1) with home currency as USD.Multi-currency function is on as we have transactions in multiple regions.We now need to report and transact mostly in HKD and I understand it's not possible to switch over home currency for an entity.Accordingly, we have set up new entity (Entity A2) with home currency as HKD.Question: How or what is the best way to both export and then import historical data from entity A1 to A2 such that transactions are shown in the correct currency/translation.I would assume when we export transaction data from A1 and import it into A2 it won't automatically realise the underlying transactions are denominated in USD?Many thanks in advance for your guidance here.
