Exporting/Invoicing Resource Type Summary
Searched the old forum but I didn't find an answer -
Is it possible to create an invoice that would only export to quickbooks totals for each resource type? ie .Rental Total - Labor Total - no individual inventory lines.
I am familiar with incremental invoice (refer to quote xxxx), but this method eliminates the ability to export and subsequently track revenue by resource type.
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There's not a way to do this with the integration. While not as efficient, you could have a custom report that produces a CSV format of the Invoice that is summed by Type. Then you could import it into QB. Let me know if you are interested in getting this type of report produced.
Aaron Horn
Consultant (endorsed by Flex)
aaronjhorn@gmail.com -
This could be done with some API script trickery, which is something that Square Wave can create. Reach out to hello@squarewave.com.au if you'd like more information.
Cheers,
Bigs
Square Wave - Endorsed Flex Consultant
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Thanks Aaron and Bigs for your quick responses on this.
Someone in our office had suggested we are use incremental invoices at 100%, however that does reduce our ability to trace our income via QB is my understanding?
The point of this is; we currently PM all items within subtotals on our quotes, however when we export to QB and use the QB online payment functionality, the Invoice the client received is fully itemized, which we do not want. Whatever we do, we will want to find the simplest approach.
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Never fully resolved on my end, but we've been using the 100% incremental invoices and the QBO integration for the initial push, and a custom report that gives us (among other things) the data to break out income later on in the financial process.
A custom export/import or API programming would prob be more efficient but we're looping some other accounting tasks in with the interim reporting step.
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