Fees & Discounts --> QB sync
complete
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Tyler G. at Mint Printworks
We used to book screen charges, shipping, digitizing, & even discounts as Line Items because they sync properly to the correlating QB account.
Which led to customers pointing out that the totaled Order QTY was off and asking why. So we switched to using the Fees.
Anything that gets entered as a fee just dumps into a single revenue account in QB. In order to reclass all of those fees to the appropriate accounts, it would take mucho time.
Would be super if we could; either map the syncing of Fees & Discount types to specific QB accounts.
OR
be able to enter a line item with just a dollar value and not need to put a QTY on there too.
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Abby McDowell
complete
We have released a new version of Invoice Fees that exports to QBO and allows you to create a standardized list of your shop's Fees! Add a list of fees to your settings by visiting My Account-->Invoice Fees and set certain Fees to default on all new Quotes. This update also includes a quantity field, percent field, and a 'Fee Total' to the Totals section.
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Abby McDowell
planned
We currently have a new Invoice Fees feature planned that will export an order's Fees to QuickBooks in a similar fashion to how we export line items. This way, it should not affect your line item quantity, but will still reflect as a proper charge in QBO.
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Deanna Smith
Imprints+Attached Line Items also need to do this too! We need to be able to add a corresponding QBO Account Number to an Imprint Method that would also grab the Line Item $$ - this way I can accurately go into QBO and know exactly how much of my Business is Embroidery vs Screen Printing etc. Right now I try to use Categories...but its just not as accurate (employees forget etc) as QBO could be and I need it in QBO for Business Purposes....If I sell my Business or Part of It to some Huge Dream Company one day I need it to be able to show it's true worth in all areas. Not to mention its just good business to know what makes what and what it costs/spends. Right now everything dumps into "sales".
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Abby McDowell
under review
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Abby McDowell
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Justin Mast
We just synced with quickbooks online and experience this similar issue. If there was a drop down that you could pick a category for the fee just like the line item and then that syncs with quickbooks. I think that would solve the issue. I also like the idea of having a quantity in the fee section as well.
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Aaron
We also switched to placing fees as line items, as well we got rid of the quantity totaling since we separate our embellishment costs from the blank items. I'm Following this thread for more ideas.
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Juan Garcia
This is a great idea! I just subscribed to Printavo and had been trying to figure out how we're going to do the fees and how will that communicate to QBO.
"be able to enter a line item with just a dollar value and not need to put a QTY on there too." Yes, and if Printavo could save these services/fees related for quick addition - the same way QBO has it - would be AWESOME.
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Cory @ Floodway
Great idea, we experience a similar issue. We just moved everything into line items to solve the bookkeeping problem, but we don't use the total quantity feature so it hasn't caused issues with clients.
Perhaps a simple solution would be a checkbox on line items, 'include this item in total quantity'? And be able to set it as an option on a custom product, so for example our 'set up charge' would bring in its price and also remember that its not to be included in the total quantity.