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ismaïl
Level 1
posted
‎August 09, 2023 09:40 AM
last updated ‎August 09, 2023 6:40 AM

Add to account history for a specific account without creating bills or invoices?

I want to sync my accounts from an external service and import their invoices to the chart of account history (like transactions) but at the same time without creating a bill or invoice. They are requesting that invoicing is handled by them while at the same time the account balance will comprise all the invoice charges from their end.

 

Is there something that can be used here? I tried creditmemo, purchaseorder but I wasn't able to get it to put the charges into the right account.

 

If it can be done from Quickbooks Online, then I am sure I can replicate the process via the API, as that's what I'll be using.

 

Thanks in advance.

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1 Comment 1
JamesM4
QuickBooks Team
QuickBooks Team
‎August 09, 2023 09:52 AM

Add to account history for a specific account without creating bills or invoices?

Hi there, 

 

Glad to have you message us here in the Community. QuickBooks is a versatile program that helps you streamline your accounting with ease. I'll be happy to steer you in the right direction so you can get back to doing what you love. 

 

The  function you've described above isn't available in the program. I can see the benefit of having the function you've described and I encourage you to send feedback about this to our product developers for consideration. To do this, click on the Gear icon and looking for Feedback. New product features and enhancements are largely based on the valuable feedback we get from users like you. In the meantime, feel free to check out the following helpful article that shows you how to: Import invoices into QuickBooks.

 

Let me know if you have other questions by leaving a comment below. I'll be one message away.

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