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QuickBooks Online: Can I change the account Printavo invoices go to in QuickBooks Online?

You can change this by customizing the products and services in QuickBooks Online. When Printavo connects with QuickBooks, each line item will have a category that will transfer over as a product/service. Within QuickBooks Online, you can choose which account those products and services will be associated with:

https://quickbooks.intuit.com/learn-support/en-us/use-products-or-services/change-the-account-for-a-product-service-item/00/186348

Why are line items marked as "Taxable" in QuickBooks?

If you're exporting invoices from Printavo to QuickBooks Online, we will copy all order details over to QuickBooks. This process happens regularly and includes many details from the order. You can read further about which fields map from Printavo to QuickBooks Online here.

You may notice line items are marked as "Taxable" in QuickBooks Online when they aren't that way in Printavo. This is due to your Product/Service for that line item, being marked as "Taxable".

To correct the issue:

  1. View the Product/Service used on the line item in question in QuickBooks Online
  2. Uncheck the Taxable checkbox 
  3. Save

Future invoices will now correctly export the line item taxable status from Printavo to QuickBooks Online. 

How are categories in Printavo reflected in QuickBooks Online?

Once you connect Printavo with QuickBooks Online, our categories will go across as general income account Products/Services in QuickBooks Online.  Once everything connects, you can change the income account to anything you'd like. 

An invoice or payment has not been exported to my QuickBooks Online account.

If an invoice or payment has not exported to your QuickBooks Online Account, please try the following:

  1. Head to My Account > QuickBooks Online Export and click Manually Export Account
  2. Click Settings and make sure you've selected the statuses you want to export

You can always view the export status of an invoice in two ways:

  1. View the invoice, click on More Actions > QuickBooks Status. This will show if the order and associated payments have been exported yet. Keep in mind we export every two hours. 
  2. View the invoice, scroll down to History at the bottom and you will see when the export happened as well. 

What if I delete an invoice in Printavo?

If you delete an invoice in Printavo that has already exported into QuickBooks Online, you will need to manually delete the invoice in QuickBooks Online as well.  We do not delete any information in QuickBooks Online. 

Which statuses export to QuickBooks Online?

In My Account > QuickBooks Online Export > Settings you can edit which statuses you would like to export to QuickBooks Online. 

Any statuses you select will be exported during the automatic, bi-hourly export, or will export if you use the "Manually Export Account" button.

What is the correlation between the date in Printavo to QuickBooks Online during the bi-hourly export?

Printavo exports to your QuickBooks Online account every two hours. The dates correspond as follows:  
Printavo 'Customer Due Date' = QuickBooks Online 'Due Date'
Printavo 'Created Date' = QuickBooks Online 'Transaction Date'

Why do we have an Open Balance on customers in QuickBooks Online?

An open balance on customers in QuickBooks Online can occur when the following pattern of events happens:

  1. On 7/11/18, invoice #11339 is created with total amount of $0.00 in Printavo and exported to QuickBooks.
  2. At 7/13/18, the total amount was changed to $1,395 in Printavo and is exported to QuickBooks. This is when the customer open balance got changed to: $1,395.
  3. Subsequently, there was an update on the customer, that resulted in an invoice for an open balance amount of $1,395.

This issue can be corrected by not exported invoices with a $0 amount. 

Can the invoice date that exports to QuickBooks Online be changed?

You can change the date that is associated under My Account > QuickBooks Online Export > Settings

Can Merch invoices export to QuickBooks Online?

Right now Merch invoices are not exporting to QuickBooks Online.

Are existing orders affected if I change the Printavo Invoice date from Created Date to Customer Due Date in QuickBooks Online Export?

Changing the date will change orders that need to be exported. If you had an older invoice and changes are made, that invoice will export with the new date selected. 

Is there a way to turn off the payments exporting to QuickBooks Online?

At this time you are not able to turn off payments exporting to Quickbooks, but a solution would be to only export a status that is prior to payment. If you head to My Account > QuickBooks Online Export > Settings, this is where you can decide which statuses will export over.

Can I export an invoice to QuickBooks Online with a balance of $0?

If an order is $0 it won’t export to QuickBooks. If you need an invoice to reflect as $0 in QuickBooks Online, we suggest adding a balance of $1 to export to the invoice to QuickBooks Online, and then update it to $0. 

Which version of QuickBooks Online works with Printavo?

Any QuickBooks Online version that has access to the QuickBooks App Store. 

 

 

 

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