Category Archives: QuickBooks Online

How to set a custom transaction number in QBO Singapore?

Software: QBO (QuickBooks Online) Singapore

When switch from QuickBooks desktop to QuickBooks Online (QBO), you may prefer to keep the same invoice running number in the QBO as the QuickBooks desktop accounting software. QBO has locked the running number by default to prevent user from editing it, this measure is to prevent duplicate running number if user were to manually entering it.

To change the setting, you may go to the Sales Form Entry preferences and check the “Custom transaction numbers” checkbox.

QBO Singapore

Once the setting is saved, you will see an additional “Invoice no.” field appeared on the invoice transaction screen. You can amend the number. You can use Alphanumeric in the “Invoice no.” field but subjected to a maximum of 21 characters (I don’t think you will need 21 characters 🙂 )

accounting software demo

QBO Singapore | Delayed Charge

Software: QBO (QuickBooks Online) Singapore

Delayed Charge is a non-posting transaction. It is a future revenue (Similar to the Sales Order of the QuickBooks Desktop) which you recorded in QBO, some user may consider that as a sales confirmation. For example, your customer may confirm to purchase a machine from you, but due to delays in the delivery schedule you may create a delayed charge to remind yourself of the outstanding order. Or a service which you intend to start later, instead of posting the income to the unearned revenue and later reverse it back to the sales income account, some accountant may prefer to hold it as a delayed charge if the delay period is not too long.

QBO Singapore - Delayed Charge

You can view the delayed charge transactions from the Unbilled Charges report. When you are ready to invoice the customer, you can convert the Delayed Charge to a Sales Invoice. To convert the Delayed Charge transaction to a Sales Invoice, simply click the “Start Invoice” button under the ACTION column of the Sales Transaction listing.

 

 

QuickBooks | Integrate your eCommerce Platform with QuickBooks

Software:

I was told by Sandy Morgan, owner of Almost Anything LLC, that you can use Softcookies to integrate your eCommerce Platform with QuickBooks.

I haven’t had a chance to test it out, but if you are looking for an eCommerce integration solution with QuickBooks, you may consider trying it out.

The eCommerce platform which Softcookies supported are:

  • 1ShoppingCart
  • BigCommerce
  • Highwire
  • Magento
  • ShipStation
  • Shopify
  • Spree Commerce

You may consider contacting Softcookies if the eCommerce platform which you are using is not listed.

From the Softcookies website, the QuickBooks version which currently supported are:

US: 2005-2014 Pro, Premier and Enterprise
Canada: 2008-2014 Pro, Premier and Enterprise
UK: 2008-2014 Pro, Premier and Enterprise
Australia (Reckon): 2008-2014 Pro, Premier and Enterprise

Softcookies is currently supported only the QuickBooks Desktop version, as for the QuickBooks Online (QBO) user — Sorry, you have to wait (is coming soon).

Do share with us your experience in using Softcookies to integrate the eCommerce platform with QuickBooks.