QuickBooks Online
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 for ...
Using Projects or Customers/Sub Customers in QuickBooks Online
Are using Projects or Sub Customers in QuickBooks Online and want to have this automatically coded on a line-by-line basis? Lightyear can help with this! How to Activate QuickBooks Online Projects and Customers in Lightyear In Lightyear we refer to ...
How do I keep my Lightyear and QuickBooks Online records up to date?
Because Lightyear and QuickBooks Online are both cloud solutions, our connection makes it easy to keep both accounts up to date. We've created a button under each component (GL Codes, Suppliers, Tax rates, Categories) to allow you to Import from ...
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 ...
Disconnecting from QuickBooks Online
Disconnecting from QuickBooks Online There may be instances where you might need to disconnect your QuickBooks Online file. Sometimes a refresh in connection is required, you might have connected to the wrong file if you have access to multiple files ...
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 > ...
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 ...
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 > ...
Popular Articles
November 2020
November 2020 releases November 27th Fuelsoft Export Enhancements Now, when exporting to Fuelsoft from Lightyear, you can choose one of two ways to have you description field populate in Fuelsoft. The GL line from the top of the invoice will auto ...
How does Lightyear Data Extraction work?
Data Extraction Explained Lightyear uses world class data extraction technology to minimise your workload. We strip all of the data, line by line, from your bills, credit notes and statements so you no longer have to spend long hours manually ...
Processing Tab
It may sound scary, but it’s not. Watch this video on Processing Bills. The first time a Supplier sends a bill to your Lightyear account, it will appear in the Processing tab. As will scanned documents and statements. The Processing tab can seem ...
Statements - How to Reconcile
Lightyear can handle Supplier Statements in two ways, automatically by using a map (like an invoice), or by filing a Statement manually. This help document will explain both. Automatic Supplier Statement matching allowing you to file & automatically ...
Introducing Lightyear Purchase Orders
Welcome to Purchase Orders With Lightyears Purchase Orders Feature, you can create, send, receive and complete POs in a few quick and easy clicks. The following tutorial will take you through the different main sections of the PO feature with links ...