QuickBooks Online
Can checks be assigned to specific job numbers/sub-customers?
Currently, this functionality is not available. The user needs to assign expenses to specific job numbers, which exist in QuickBooks and the company CRM, for proper expense tracking and job costing.
How can I enable pushback to QuickBooks?
To enable pushback to QuickBooks, follow these steps: Go to Applications > QuickBooks Online Click the gear icon for settings Select "Enable pushback" Optionally, import categories Click Update
Is QuickBooks Online being used?
Yes, the user confirmed they are using QuickBooks Online.
What functionality is needed for QuickBooks integration?
The user needs the ability to print checks and transfer the data back to QuickBooks so that checks are automatically categorized.
How does Online Check Writer integrate with QuickBooks?
Online Check Writer offers direct integration with QuickBooks Online, allowing users to import checks or bills, select them in Online Check Writer, and then print or email them.
How does QuickBooks Online integration work?
Works similarly to the Gusto integration. Can import checks from QuickBooks. Supports two-way communication: users can create checks in Online Check Writer and export them to QuickBooks.
How does the Gusto integration handle direct deposits?
There is an option to import only check payments while excluding ACH or direct deposits.
What integrations are available?
The system integrates with major accounting programs, including NetSuite and QuickBooks. It can push and pull bill information and payment statuses. Custom integrations are possible, such as sending tracking numbers back to NetSuite and QuickBooks.
Can I add multiple QuickBooks companies in one company of Online Check Writer?
Yes, you can add multiple QuickBooks companies into one Online Check Writer company. Log in to your Online Check Writer account. Go to Apps> QuickBooks Online> Add New Company. Click on ‘Connect to QuickBooks’. Select Companies to add and authorize.
How to map a QuickBooks bank account and an Online Check Writer bank account?
Mapping can be done in two ways: You can either import checks and update the bank from the Payments table. Or, Go to Apps> QuickBooks Online> Map Now> Map to corresponding banks.
Why can’t I import my check/bill from QuickBooks?
If you are experiencing difficulties importing your check or bill from QuickBooks, it could be due to connection issues. To resolve this, try disconnecting and reconnecting your company. This may help to solve the problem. Go to Apps> QuickBooks ...
Is it possible to push back data to QuickBooks Online?
Absolutely, it's possible to revert data to QuickBooks Online using Online Check Writer. This capability enables users to produce checks through Online Check Writer and synchronize their data with QuickBooks Online. To activate this feature, you'll ...
How to connect with QuickBooks Online and import your checks?
Login to Online Check Writer and select Apps. Click QuickBooks Online and click Connect to QuickBooks; then, you will be redirected to the QuickBooks Online login page. Use credentials to log in. Then select the company you want to integrate and ...