I locations assigned to tickets in MSP Manager to export to with invoices Quickbooks Online so that my billing batch invoices are exported to the correct location in Quickbooks Online.
Customer requests to add Quickbooks' main file types to the Documents backup solution.
Its great that there are "default mappings" for quickbooks online but we would love to see the ability to "override" the default on a service plan. For example, our default service mapping for "flat fee service" is "Managed Services" That works for most of our items but we also do Office 365 subscriptions and would love to set those service plans under "Email Services" so they are classified differently in our Quickbooks ...more »
When generating invoices for QuickBooks, the dates in the ticket time entries don't follow. That means we need to go back and forth between Service Desk and QuickBooks and manually enter all the time entry dates again in QuickBooks.
This would be a HUGE time-saver!
When I send an invoc to QuickBooks Online, the customers email address and payment terms associated with their account in QuickBooks do not show in the generated invoice. This wastes a lot of time re-entering data that is already there.
Currently all service items are considered "Cost Items" when being invoiced to Quickbooks. This means that they are modified by the "Apply sales tax to cost items" within Quickbooks integration settings. However, not all service items which are part of a contract are designed to be taxed to the billed client whereas cost items added to a ticket would be. The resolution for this would be to set a separate category for ...more »
For 10 months i thought i was crazy and just could not get contracts to come over as service items in Quikbooks. I am now told that contract items come over as cost items. First, i am not sure why we can't choose but secondly nobody has brought this up that service items are coming over as taxable. I am told we have to manually change them to non taxable each month. That is a lot of contracts to change manually. ...more »
This would greatly improve the ability for these two to work together seamlessly
The integration should allow this so that manually adding customers in Quickbooks is not required
When exporting invoices to QuickBooks Online, it would be helpful for Service Desk to store the QB Invoice number so we can look back and see what QB invoice a ticket was tied to.
It is becoming more difficult to keep track of invoices when they are transferred to quickbooks for the service desk. My staff is having to keep manual notes on which invoice is transferred so they don't get missed when sending them to clients. It only makes sense to flag these to either print or email later in quickbooks when transferring the data.
When sending tickets to QBO the individual line items are marked as taxable but the invoice itself does not get a tax rate applied to it.
The setting in QBO to apply a default tax rate does not apply to invoices synched from ServiceDesk.