QuickBooks Update!

The next ProWorkflow update includes an update to the QuickBooks integration that will now allow the different tax codes for regions to be set per account and sends line items to QB.

The most exciting update for QuickBooks users is the addition of sending the lines of an invoice from PWF to QB. Previously only the tax and non-tax totals were sent. After this update the quantity, description, unit price, total amount and tax code will be sent per line:

For QuickBooks users setting up the integration we’ve smoothed a step out of the process by now setting the tax/non-tax codes in PWF before sending.

As different country versions of QB use different codes we were finding that onset it was needed for users to go into QuickBooks and add extra tax codes – this was less than ideal.

The update will include an option to set these in PWF so that the data is sent already matching. This will be in ADMINISTRATION > QuickBooks Settings:

Current users of the QB integration will not need to update these settings, we will retain your current defaults.

Tags: Line Items, proworkflow, quickbooks, update