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My 'Sales and Marketing' account in is under 'Advertising and Promotions'
Question for QBO Community: We are building a custom embedded Shopify app for B2B customers to manage credit limits and a rebate program. Customers place orders in Shopify using standard payment methods (card/PayPal), but we also track a custom credit balance internally in our app. This credit is not a QBO payment method — it’s a virtual balance assigned to each customer by the admin. When an order is placed, we deduct from the customer’s custom credit balance, and when payment is reconciled in QBO, we want to update the available credit in our app. Rebates are also calculated monthly (based on paid revenue) and issued as additional custom credits. My main questions: Does QBO support syncing this type of custom credit balance (non-payment, internal logic) through APIs, or should it be tracked in QBO as credit memos/journal entries? For rebates, is it better to represent them in QBO as discounts, credit memos, or custom fields? Is there a recommended best practice for reconciling these
Hi there, I was wondering if anyone would be willing to jump on a call to take a look at an integration to QuickBooks that my small business is proposing. We're a small expense software located in Vancouver, but we're wanting to make a meaningful connection to Quickbooks to better serve our customers. It would take 10 minutes maximum and would be greatly appreciated! Would just love the opinion of more users. Would also happily offer something in return for your time (free trial or something of that sort)! Thank you.
Looking to see if anyone has a suggestion on how to fix this?
Je viens de télécharger l'application. Après avoir rentré le mot de passe, le chargement se lance puis bloque et indique "Ouvrir sur le Web - Pour la tâche en cours, utilisez Quickbooks sur votre navigateur Web mobile" . Je n'ai donc pas accès à l'application mobile. Je peux me connecter sans problème via le navigateur depuis mon telephone ou mon ordi. J'ai besoin d'utiliser l'option "dépenses express" pour prendre en photo les facture depuis mon telephone mais je ne trouve pas cette option sur l'application Quickbook depuis le navigateur web de mon telephone.. J'ai déjà réinstallé l'application, vidé le cache...Etc. aucune différence. Je voudrais donc de l'aide soit pour corriger ce problème de correction (mes collègues eux, n'ont pas de problème pour se connecter depuis leur téléphone sur le compte de l'entreprise) soit que quelqu'un me dise comment trouver l'option "depenses express" depuis le Quickbooks du navigateur web afin de prendre en photo les factures et reçus comme cela dep
I use Quickbooks online. I have tried looking for "mobile" in the report customization options.
QBO automatically created a record of payment noted as paid outside of QBO, but I don't know how to match my bank transactions to it. They are multiple, and include processing fees so don't exactly match up with the tax payment. When I try to 'match' , the tax payment from qbo system doesn't appear.
Has anybody been able to connect to Scotiaconnect with Quickbooks? I can't seem to find a solution it tells me my usename is not good or I am not selecting to good bank. Very frustrating.
When I try to save an invoice, I get an error that the invoice number already exists. But I chose the ‘let us pick one for you’ option. No matter what number I put in it gives me the same error.
Has anyone else been experiencing issues with their QBO and BMO banking integration? It's been down for us for about a month now with "Error 103 - username/password not working" error message (while we can log in directly to our bank profile with no issues). Numerous attempts to sign back in via QBO results in errors (and can even lock our banking profile account up as they see it as suspicious activity). 2FA doesn't seem to be the issue as it does ask for either the SMS code or our RSA code and results in the same error message.
Unfortunetly I still can not get the payroll update.I have been doing the payroll manuallyHow do I go about making sure that all year to date figures are correct?
When I open quick books pro desktop It says that there is an update. I have tried several times, but I can not get the update. Is this update something that is needed in order to get the July 2025 payroll update, which I still can not get. Thanks
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