QuickBooks integration/da: Difference between revisions

Created page with "5. Vælg transaktionsdokumenttypen: Der er to muligheder: <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Faktura</span> og <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">salgsbilag</span>. Faktura udløser oprettelsen af både en faktura og den tilhørende betaling i QuickBooks for hver opfyldt ordre på SimplyBook-siden. Du vil således se to poster (betaling og faktura) på QuickBooks-kontoen, der er knyttet til den sa..."
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[[File:Icon quickbooks.png|left]] Denne nemme [https://sbpay.me SBPay.me-] integration med [https://quickbooks.intuit.com/eu/pricing/ Quickbooks] giver dig mulighed for automatisk at oprette fakturaer eller salgsbilag i QuickBooks for hver betalt ordre og sende dem til kunderne.
[[File:Icon quickbooks.png|left]] Denne nemme [https://sbpay.me SBPay.me-] integration med [https://quickbooks.intuit.com/eu/pricing/ Quickbooks] giver dig mulighed for automatisk at oprette fakturaer eller salgsbilag i QuickBooks for hver betalt ordre og sende dem til kunderne.
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Video-vejledning [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=vx1WibTZ9_4]]
Video-vejledning <p><youtube>vx1WibTZ9_4</youtube></p>


<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Bemærk!'''</span>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Bemærk!'''</span>
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== Skatter ==
==Taxes==
For at aktivere denne mulighed og videregive skatteoplysninger til Quickbooks skal du markere "Tilføj skatteoplysninger til transaktionsdokument" i <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Brugerdefinerede funktioner</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Moms</span> i din SBPay.me-grænseflade. Vælg derefter den relevante skatteplacering.
To activate this option and pass taxes information to Quickbooks please check the "Add tax info to transaction document" in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Sales tax</span> in your SBPay.me interface. And select the corresponding tax location.
[[File:Qb tax enable path.png|1200px|center|link=https://help.simplybook.me/images/1/10/Qb_tax_enable_path.png]]
[[File:Qb tax enable path.png|1200px|center|link=https://help.simplybook.me/images/1/10/Qb_tax_enable_path.png]]
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:''<u>For global skatteplacering</u>''<br>
:''<u>For Global tax location</u>''<br>
Gå også til <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Indstillinger</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Skatter</span> i SBPay.me-grænsefladen, vælg den nødvendige skat og indtast det nøjagtige skattenavn, som det er defineret i QuickBooks.
Also navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Taxes</span> in SBPay.me interface, select the necessary tax and set the exact tax name as it is defined in QuickBooks.
[[File:Sbpay edit tax path.png|1200px|center|link=https://help.simplybook.me/images/4/43/Sbpay_edit_tax_path.png]]
[[File:Sbpay edit tax path.png|1200px|center|link=https://help.simplybook.me/images/4/43/Sbpay_edit_tax_path.png]]
[[File:Qb tax global path.png|1200px|center|link=https://help.simplybook.me/images/c/cf/Qb_tax_global_path.png]]
[[File:Qb tax global path.png|1200px|center|link=https://help.simplybook.me/images/c/cf/Qb_tax_global_path.png]]
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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Bemærk!'''</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Tax is defined for each line separately;</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Skat er defineret separat for hver linje.</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">All lines with taxes should have the same tax type (inclusive or exclusive) throughout the order;</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Alle linjer med skatter skal have samme skattetype (inklusive eller eksklusiv) i hele ordren;</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The orders that contain lines with multiple taxes will not be passed to Quickbooks;</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Ordrer, der indeholder linjer med flere skatter, overføres ikke til Quickbooks;</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If the order contains lines with no tax applied it will not be passed to Quickbooks;</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Hvis ordren indeholder linjer uden pålagt skat, overføres den ikke til Quickbooks;</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The orders that contain lines with mixed inclusive and exclusive taxes are not passed to Quickbooks;</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Ordrer, der indeholder linjer med blandede inklusive og eksklusive skatter, overføres ikke til Quickbooks;</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If the Quickbooks tax name is not set for some tax in that order it will not be passed to Quickbooks.</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Hvis Quickbooks-skattenavnet ikke er angivet for en skat i den pågældende ordre, overføres den ikke til Quickbooks.</span>
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:''<u>For skatteplacering i USA</u>''<br>
:''<u>For USA tax location</u>''<br>
For øjeblikket er det kun muligt at bruge automatiseret moms (AST) som defineret i QuickBooks. Hvis du angiver momsnavnet i SBPay. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">me-indstillinger</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Moms</span>, ignoreres det.<br>
For now it is only possible to use Automated Sales Tax (AST) as defined in QuickBooks. If you set the tax name set in SBPay.me <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Taxes</span>, it will be ignored.<br>
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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Bemærk!'''</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Tax is defined for the whole order. On the SBPay.me side, this means that ALL lines should have the same single tax with the same rate and type set for each order line;</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">-skat er defineret for hele ordren. SBPay.me betyder dette, at ALLE linjer skal have den samme skat med den samme sats og type indstillet for hver ordrelinje;</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Tax is always exclusive.</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Skat er altid eksklusiv.</span>
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