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MichaelS2
Level 1

While using the SaasAnt tool in QBO advanced the custom field is not being recognised in QBO.

Hi Quickbooks Online Team, We trust you are well We are facing an error while bulk uploading invoices using the SaasAnt tool in Quickbooks Online (QBO). The error in question is the failure to recognise the custom field labelled as Tax Reg Number in QBO. We have raised this issue with SaasAnt who have informed us the issue is with QBO particularly affecting people using QBO Advanced. The issue seems to stem around a bug affecting the backward/forward compatibility between version of QBO, namely Plus vs Advanced with SaasAnt. Please note that this custom field was working seamlessly with QBO Plus until when we upgraded to QBO Advanced. Please help us fix this matter urgently since it is adversely affecting our business operations and relationships with our clients. We trust the above is in order and look forward to hearing from you soon.
2 Comments 2
RheaMaeH
QuickBooks Team

While using the SaasAnt tool in QBO advanced the custom field is not being recognised in QBO.

I understand the urgency in ensuring that every invoice uploaded has the necessary custom fields accurately recognized by the system, Michael. Timeliness is crucial, and I'm here to help address this efficiently. Let's collaborate to implement a solution promptly.

 

To begin with, let's verify if the Tax Reg Number is properly set up and contains a valid number. If it's correctly configured, try importing your data using a different web browser to rule out browser-related issues.

 

If the problem persists, I recommend contacting our live support team for further assistance. They have the tools and resources to identify the underlying causes of the problem and provide immediate assistance.

 

Here's how:

 

  1. Navigate to the (?) Help menu.
  2. Select the Search tab and search for questions or keywords.
  3. Click Contact Us.
  4. Enter your concern, then select Continue.
  5. Choose Chat with us or Have us call you.

 

I've provided a valuable resource that allows you to access and monitor your sales and inventory status through reports in QuickBooks Online: Use reports to see your sales and inventory status.

 

If you have any questions or concerns related to QuickBooks, please don't hesitate to come back to this thread for assistance.

SIAB
Level 7

While using the SaasAnt tool in QBO advanced the custom field is not being recognised in QBO.

@MichaelS2 

Try TP. Did you encounter the same problem?

https://get.transactionpro.com/qbo