QuickBooks integration: Difference between revisions
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*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The invoices which get generated on the QuickBooks side as the result of the integration won't include information about taxes and discounts, they will contain only the total amount. While the SimplyBook invoices contain information about the item price taxes/discounts (if any), and the total amount.</span> | *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The invoices which get generated on the QuickBooks side as the result of the integration won't include information about taxes and discounts, they will contain only the total amount. While the SimplyBook invoices contain information about the item price taxes/discounts (if any), and the total amount.</span> | ||
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Multi-currency must be enabled in QuickBooks for transactional documents involving different currencies.</span> | *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Multi-currency must be enabled in QuickBooks for transactional documents involving different currencies.</span> | ||
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You can also add a note to be reflected in the Quickbooks invoices. | You can also add a note to be reflected in the Quickbooks invoices. | ||
[[File:Quickbooks send transactional email.png|1200px|center|link=https://help.simplybook.me/images/c/c3/Quickbooks_send_transactional_email.png]] | [[File:Quickbooks send transactional email.png|1200px|center|link=https://help.simplybook.me/images/c/c3/Quickbooks_send_transactional_email.png]] | ||
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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. | 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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