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March 3, 2022
Question

Batch importing Acuity appointment to QBO

  • March 3, 2022
  • 1 reply
  • 0 views

Hi - I've linked my Acuity account with QBO and I understand that every time I add an appointment in Acuity an invoice is created (unless I choose only add customer).

 

My problem is that I routinely book appointments a few months in advance and as the date gets closer they cancel or reschedule.  All of this is fine on  my end, and I know QBO would automatically void them, but this would create a mountain of voided transactions.

 

So - what I would really like to do is to Batch Import invoices from Acuity to QBO once the appointment is finished.  Is this at all possible?  It doesn't even need to be Batched really, I would be happy with doing it one by one if needed.

 

I'm pretty sure I am SOL here, but I thought I would ask.

 

Thanks!

1 reply

Jen_D
March 4, 2022

Hello there Sarah,

 

We want to make sure you're able to import your transactions properly in QuickBooks. While QuickBooks is only a receiver of the info from Acuity, we need to have you work directly with their support provider. They control the information being sent to our program, including the the options on how to transfer entries.

 

We can only help you record entries manually or assis you with the features in QuickBooks Online. See this link to learn more about Acuity Scheduling.

 

Come back here anytime if you have other questions with the processes in QuickBooks Online. We're always here to help you out. Have a good one!