QuickBooks Online FAQ

How to create Custom Fields?

To create custom fields, follow the next link to QuickBooks online documentation.

How is sales tax handled for US companies?

After November 10, 2017, US companies using QuickBooks Online have automated sales tax calculations through an automated sales tax (AST) engine. The calculation of sales tax is determined by the source and destination addresses, where the source address is the company's legal address as specified in their settings and the destination address is either the shipping address from the sales transaction or, in the absence of a shipping address, the company's address. Customizing the source address per transaction location is not supported.

How to pay using different currencies in QuickBooks Online?

To work with multiple currencies in QuickBooks Online, the connected business needs to have the multi-currency feature enabled. Once activated, it cannot be deactivated.

Is QuickBooks Self-Employed supported?

Unfortunately, QuickBooks Self-Employed uses a different API than QuickBooks Online. This API is not made public by Intuit and therefore it is not currently supported by Accounting Data as a Service™.

How are Tracking Categories supported in QuickBooks Online?

In Accounting Data as a Service™, only QBO's "classes" and "deparment"are mapped to tracking categories.

Common error messages when pushing data in QuickBooks Online

1. Make sure all your transactions have a GST/HST rate before you save.

This typically occurs when your app is attempting to use NON or TAX as a TaxCodeRef for a non-US company. NON and TAX are only compatible with US companies.

Known issues

1. Retrieve Purchase Orders

QuickBooks Online is not returning the following fields:

• dueDate
• lines.taxAmount
• contact.name

2. Pushing InvoicePayment types

QuickBooks Online just accepts the next linked transactions types:

• invoice
• creditNotes

3. Retrieve Expenses

QuickBooks Online is not returning the following fields:

• lines.taxRateRef.name
• lines.taxAmount

4. Retrieve Customers

QuickBooks Online sometimes does not return ( implementation dependent):

• parentRef.name

5. Retrieve Tracking Categories

• Tracking category type Location is retrieved as type Department by QuickBooks API.

6. Updating Bills

• When updating a bill, if the field vendorInvoiceNumber ( DocNumber in QuickBooks Online) is passed QuickBooks Online creates a new bill with the same ID.

7. Vendor and Customer Bank Accounts

• When creating a Vendor or Customer Bank account through the API, the account will be retrievable via the Quickbooks or Accounting Data as a Service™ API, but will not be visible in the Quickbooks UI.

8. Quickbooks Online Sandbox

• Data synchronization using Quickbooks Online Sandbox may be delayed if same sandbox account is used multiple times due to Quickbooks Online rate limit.