Sending an image/copy of invoice to QuickBooks Online
Want to send attachments to QuickBooks Online so you have a copy of your invoice/credit note stored within QuickBooks Online as well? Sure, we can do that too!
How to activate sending attachments in Lightyear
You can access this setting via Lightyear's Admin tab> Accountancy > Accountancy Software Settings > select Yes for 'Send attachment to QuickBooks Online?'
The image file will be sent along with the invoice details when you export. However, having this setting activated will slow down your export speed.
How to view attachments sent by Lightyear in QuickBooks Online
To view it in QuickBooks Online click on the bill and check the Attachments section in the bottom left corner whilst viewing the invoice details. Both pdf's and scanned documents will be visible.
If you do not send your attachements to QuickBooks Online, you can still view your invoice image from QuickBooks Online under Memo in the bottom left corner by default.
Any files that are too large to send will stil be linked a URL in the Memo section so you can view the bill in Lightyear via this link.
Check out release notes for Q4 2021
Sending an image/copy of invoice to Xero
Want to send attachments to Xero so you have a copy of your invoice/credit note stored within Xero as well? Sure, we can do that too! How to activate sending attachments in Lightyear You can access this setting via Lightyear's Admin tab> Accountancy ...
QuickBooks Online Integration Setup Guide
Connecting to QuickBooks Online Because QuickBooks Online (aka QBO) and Lightyear are both cloud-based, the set-up and connectivity between the systems is seamless. Here's how. From the Navigation Pane, head over to Settings > Accounting Software > ...
Error Messages Returned from QuickBooks Online
Lightyear has a ton of built in validation checks to ensure the data is correct in Lightyear before trying to send the Bill and information to Quickbooks Online. However, there are occasions when the Export fails and Lightyear displays the reason ...
Exporting from Lightyear to QuickBooks Online
Exporting bills to QuickBooks Online From the Signed Off tab in Lightyear, choose which invoices to export by selecting or deselecting under the tickbox column or individuals, then click the Export to QuickBooks Online button. At the end of the ...
Warn if duplicate bill numbers are used in QuickBooks Online
There is a setting in QuickBooks Online that you can turn on or off, that will warn you if a duplicate bill number is used (see screenshot below). This can be found in your QuickBooks Online file > Settings > Account and Company Settings > Advanced > ...