Articles tagged quickbooks
Three ways money can flow back to a customer (or not) in Suprata. Each has different tax, accounting, and QuickBooks implications. Confusing them creates real headaches at year-end.
Most QuickBooks sync errors are one of about half a dozen common problems. Here's how to read the error, what each one actually means, and how to fix it.
Coming from ServiceTitan, Housecall Pro, QuickBooks-only, or Excel? The order of operations that minimizes data loss, the parts you should *not* migrate, and the parallel-running discipline that prevents mid-cutover chao...
Walk through the QuickBooks setup wizard — account mappings, class mappings, payment-method mappings, sync settings — and what to verify after the first sync runs.
Don't connect QuickBooks first and figure things out later. The five things you need lined up before clicking Connect determine whether the first sync runs cleanly or you spend a week untangling duplicates.
Tax mapping is where most QuickBooks sync issues are born. Suprata thinks in tax categories; QuickBooks thinks in tax codes; the bridge is a small but unforgiving table you have to set up correctly. Here's the mental mod...
The sync report is the single most useful diagnostic page in the QuickBooks integration. Once you can read it, you can answer any 'why didn't this push to QB?' question in under a minute.
Issuing a full or partial refund is a single click, but the downstream effects on the invoice, on QuickBooks, and on the customer's expectation are easy to get wrong. Here's the safe pattern.
The monthly bookkeeping pass — reconciling to QuickBooks, working the aging report, sending statements, processing recurring invoices, and closing the books for the month.
How a job becomes an invoice becomes a synced QuickBooks transaction: industry forms attach automatically, time and parts roll up to a draft invoice, and tax categories drive every line's allocation.
Two things that go wrong after a payment is recorded: the bank takes the money back, or the money was applied to the wrong invoice. Both have a safe fix that keeps the audit trail intact and never touches your payment pr...