What is richards’ best option for sending you the ask my accountant report from quickbooks online?

Reports in QuickBooks is a powerful tool offered both to the Desktop product as well as QuickBooks Online. It provides detailed information about the different branches of your business and will provide insights to help you make better business decisions. You can take your reports and create custom reports in QuickBooks. QuickBooks custom reports allow you to change the report layout, add or delete columns, add or delete rows and filter by data or date ranges. Once you have your QuickBooks custom reports, you can then learn how to share custom reports in QuickBooks.

In this article, we’ll first discuss how to customize reports in QuickBooks Desktop, then discuss how to create a custom report in QuickBooks Online and end with how to share custom reports in QuickBooks.

How to Customize Reports in QuickBooks Desktop

In QuickBooks Desktop, you can customize any report you run. To create a QuickBooks custom report, follow these Intuit provided instructions:

1. Run a report.
2. On the Report window, select Customize Report.
3. On the Modify Report window, go to the tab/s you need to update, then select OK when you're done.

Now that you have learned how to customize reports in QuickBooks Desktop, scroll to the bottom to learn how to share custom reports in QuickBooks.

How to Create a Custom Report in QuickBooks Online

Similar to QuickBooks Desktop, you can customize your reports that you run. To create a QuickBooks custom report, follow these Intuit provided instructions:

1. In QuickBooks Online Accountant, go to the Reports menu.
2. Go to the Standard tab.
3. In the search field, enter the name of a report. Or, select and open one on the list.
4. Select Customize.
5. When you're done customizing the report, select Run report.

In QuickBooks Online, you can also create a QuickBooks custom report for a specific account in your Chart of Accounts. Under the Chart of Accounts, you’ll first run and then Intuit provides the following instructions on how to customize reports in QuickBooks:

1. Click on the Gear icon.
2. Under Your Company.
3. Choose Chart of Accounts.
4. Find the account and click the drop down arrow beside View Register.
5. Choose Run Report.
6. Customize the report.
7. Click Save customization.
8. Enter the details of the customized report.
9. Click Save.

Now that you’re an expert on how to create a custom report in QuickBooks Online, you can begin to build them like the professional you are. Once you have many in your account, you may need to easily find them to manage them. You can find your QuickBooks custom report by following these Intuit provided instructions:

1. Go to Reports.
2. Click the My Custom Reports tab.
3. Click the name of the report to open it.

Learn how to Share Custom Reports in QuickBooks with Qbox!

There are many ways to share your custom reports in QuickBooks. In QuickBooks Online, you can share your firm’s custom reports with your firm and all QuickBooks users. But what happens if your client doesn’t have a QuickBooks Online subscription or access to your desktop file? Without access to the QuickBooks file, you can learn how to share custom reports in QuickBooks.  You can always export a QuickBooks custom report to Excel or save it as a PDF. Then you’ll need to send it to your clients to share their QuickBooks custom reports. You can send the QuickBooks custom reports via email or even a USB drive.

Alternatively, you can also learn how to share custom reports in QuickBooks with Qbox. Qbox will share your Microsoft Office and PDF files securely through the cloud. Keep your historical reports in an easy to find folder for reference without asking your client to manually save every attachment you’ve sent through email. To learn more, visit https://www.qboxplus.com/features/

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Use the QuickBooks Online integration with HubSpot to create invoices directly from the deal record in HubSpot, view invoice information, and see payment events on the deal timeline.

Install the integration

• In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.
• Use the search bar to locate and select the QuickBooks Online integration.
• In the upper right, click Install app.

• Once the integration is successfully connected it will be listed in your Connected Apps section. 
• You can connect multiple accounts by navigating to the arketplaMarketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.
• Select QuickBooks Online, and click Connect QuickBooks account in the upper right. You can also disconnect your account by selecting Disconnect.

Please note:

• It is not possible to connect a QuickBooks sandbox account to HubSpot.
• It is recommended that you disable the Custom transaction numbers setting in QuickBooks when using the integration as this can cause errors and issues with syncing.

Using the integration

Use the QuickBooks Online integration to create invoices from your deal record, view invoice information and status, and see payment events on the deal record timeline. 

Please note:

• If an invoice in QuickBooks is in a different currency than the HubSpot account’s company currency, HubSpot will not sync the invoice data from Quickbooks to the deal properties.
• Only invoices created in HubSpot will be automatically visible in your HubSpot account. To view invoices created in your Quickbooks account, they must be added to HubSpot.

Create invoices

• In your HubSpot account, navigate to Sales > Deals.
• Click the name a deal record.
• In the right panel, in the Invoices section, click Create Invoice.

• If you have multiple accounts, select a QuickBooks account from the dropdown, and click Next.
• Select if you want to create your invoice from an existing quote or Create from scratch.
  • If you select Create from quote, HubSpot will try to match your quote details to your QuickBook records. If no matching customer can be found, you can select a customer from the dropdown or click create a new Quickbooks customer. 
    

Please note: only quotes that have been published and haven't expired can be used to create invoices.

• • If you select Create from scratch, HubSpot will try to match your deal details to your QuickBook records. If no matching customer can be found, you can select a customer from the dropdown or click create a new Quickbooks customer.
• Click Next.

• Click Add products from QuickBooks to select existing products from QuickBooks to add to your invoice. Once you have added your products, click Next.

Please note:

• For non-US QuickBook accounts, tax codes are required for every line item when creating an invoice.
• For US QuickBook accounts, tax codes do not need to be sent as QuickBooks will add it on their end.

• Select the Payment terms, Invoice create date and Invoice due date for your invoice.  
• In the Write a message to your customer section, write the text that will appear on your customer’s invoice, then click Next.

• Review your invoice details. Click Previous to go back and edit your invoice details. 
• To create your invoice in QuickBooks, click Create draft invoice.
• Click the name of the invoice in the Invoices section to view a preview of your invoice.
• Your invoice is now ready to be sent from your Quickbooks account.

Once your invoice has been created, it will be tagged with one of the below stages:

• Waiting to be sent: the invoice has not been sent to the customer.
• Sent to customer: the invoice has been sent to the customer.
• Partial payment: the invoice has been partially paid.
• Paid in full: the invoice has been paid in full.
• Overdue: the invoice is past its payment date and is now overdue.

The following properties will be updated when an invoice is associated with a deal via the Quickbooks integration:

• Invoice amount billed
• Invoice recipient
• Invoice number
• Invoice status 
• Invoice due date

Please note:

• HubSpot cannot create an invoice in QuickBooks if Customer transaction numbers are enabled in QuickBooks. This must be turned off for HubSpot to create invoices in QuickBooks.
• Only invoices created in HubSpot will be automatically visible in your HubSpot account. To view invoices created in your Quickbooks account, they must be added to HubSpot.

Add an existing invoice 

Trigger workflows and create custom reports

When the QuickBooks Online integration is installed, you can create workflows using the new invoice deal properties listed below. For example, create a workflow that sends a follow-up email to customers who have not paid their invoice by their due date. Or, build a workflow that sends a Slack message to your team each time you collect a payment. 

New deal properties include:

• Invoice amount billed
• Invoice recipient
• Invoice number
• Invoice status 
• Invoice due date

Use the new invoice deal properties to create custom reports so you have full visibility into the income your team is generating for the business. 

Please note: when syncing multiple invoices to HubSpot to the same deal record, the properties above will be updated by the most recently updated invoice in Quickbooks.

Turn on contact sync

• In your HubSpot account, click the settings settings icon in the main navigation bar.

•  In the left panel, navigate to Integrations > Connected apps, then click Quickbooks Online.
• Click the Contacts tab.
• To sync Quickbooks customers with your HubSpot contacts, click to toggle the switch on.

• In the Creating and updating contacts section, use the dropdown menu to decide what happens when associated contacts are created or updated in Quickbooks.
• In the Deleting contacts section, use the dropdown menu to decide what happens when associated contacts are deleted in Quickbooks.

Please note: only newly created contacts will sync to HubSpot.

Turn on product sync

• In your HubSpot account, click the settings settings icon in the main navigation bar.

•  In the left panel, navigate to Integrations > Connected apps, then click Quickbooks Online.
• Click the Products tab.
• To sync Quickbooks products with your HubSpot products, click to toggle the switch on.

• In the Creating and updating products section, use the dropdown menu to decide what happens when associated records are created or updated in Quickbooks.
• In the Deleting products section, use the dropdown menu to decide what happens when associated records are deleted in Quickbooks.

Please note: only newly created products will sync to HubSpot.

• Navigate to the Product property mappings tab to view the status of the properties syncing between Quickbooks and HubSpot.

Edit field mappings

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left panel, navigate to Integrations > Connected apps, then click Quickbooks Online.
• Click either the  Contacts or Products tab.
• Click Contact field mappings or Product field mappings to view the mappings between properties in HubSpot and fields in Quickbooks Online.
• To add a new field mapping, click Add new mapping. 
• Click the dropdown menus to select the HubSpot property and Quickbooks Online field that you want to map to each other.
• Click Save. 
• To edit a field mapping, click Actions next to the mapping and click Edit.
• To delete a field mapping, click Actions next to the mapping and click Delete. 

Use QuickBooks advance features

If you have integrated your QuickBook advance account to HubSpot you can also send your invoice directly to the QuickBooks task manager, create QuickBooks workflows and access additional reporting. 

Send invoices to the QuickBooks task manager

When a user creates an invoice and sends it to QuickBooks advance,  the data from the quote or deal will be sent to the QuickBooks task manager. To access the task manager in your Quickbooks account:

• Login to your Quickbooks Online account.
• In the left panel, click HubSpot.
• In the To Do section, click View tasks.

Here you can approve draft invoices or create new tasks.

Set up workflows in QuickBooks to automate tasks

In the Task manager section, you can set up workflows to automatically create tasks when an action needs to be completed. There are four standard workflows to choose from:

1. Payment due reminder
2. Pay vendor reminder
3. Bank deposits reminder
4. Unsent invoices reminder

You can customize your workflows in your QuickBooks Online account before turning them on. 

Learn more about connecting HubSpot and Quickbooks Online Advanced.

Sync invoices from QuickBooks to HubSpot

To set up a one-way sync of invoices from QuickBooks to HubSpot:

• In your HubSpot account, click the settings settings icon in the main navigation bar.

•  In the left panel, navigate to Integrations > Connected apps, then click Quickbooks Online.
• Click the Invoices tab.
• To sync Quickbooks invoices with your HubSpot invoices, click to toggle the switch on.

• In the Creating and updating invoices section, use the dropdown menu to decide what happens in HubSpot when invoices are created or updated in Quickbooks.
• In the Deleting invoice section, use the dropdown menu to decide what happens when invoices are deleted in Quickbooks.
• Navigate to the Invoice field mappings tab to view the status of the properties syncing between Quickbooks and HubSpot.

View the invoice object

Invoices synced or manually added to HubSpot from QuickBooks can be viewed in HubSpot’s invoice object. You can also create custom invoice object properties. To view the invoice object:

• In your HubSpot account, navigate to Contacts > Contacts.
• In the upper left, click Contacts. In the dropdown menu, select Invoices. This will bring you to your invoice index page.

To create custom invoice object properties:

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• Click Properties.
• Click the Select an object dropdown menu and select Invoice properties.
• Then, create your properties.

The invoice object can be used to segment contacts, trigger workflows, and create custom reports.

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