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Q
qbdev1
June 24, 2020
Question

If I set a default term for a customer it is not applying to the invoice when the invoice is sent to QBO via API. It worked until recently. Any idea is appreciated!

  • June 24, 2020
  • 1 reply
  • 2 views
No text available

1 reply

AddieC
AddieC
Level 5
June 24, 2020

Hi there, 

 

Setting up default terms for your customers means that creating transactions for the customer will be quick and simple. I know how important it is to be able to see the default settings when creating invoices. I'd be happy to explain what may be happening. 

While I'm not familiar with API, it's important to note that default terms for customers that are set up in QBO will only be automatically generated when transactions are made within the system. If you're importing from a third-party app, the terms won't necessarily be selected by default. 

If you'd like to confirm what's happening, I'd suggest reaching out to the third-party app's support team. Otherwise, our tech support team is here to help as well. 

 

I hope this helps make sense of what's going on with your default customer settings. Let me know if you have further questions. 


Cheers. 

Q
qbdev1Author
June 25, 2020

Addie,

Thanks for your reply.

 

The third party software's IT already investigated this issue. They replied that they did not modify anything related to the way terms are handled (and sent via API connection) to QBO. 

 

They believe that either something might have changed in the API (on QuickBooks' side) or in the way QuickBooks handles invoices sent to it via API which causes that the default term which is set in QBO related to the given company does not apply to that company's invoices.

 

Which I am sure is that I have been experiencing this problem for the last week. It worked well before.

 

Any further help or suggestion is much appreciated.

 

Andrew

AddieC
AddieC
Level 5
June 25, 2020

Thanks for the updates, Andrew. It's great that you were able to touch base with IT support for more information. It sounds like there's a disconnect between the third-party app and QBO, in that your default settings aren't able to be communicated when invoices are imported.

 

At this level, you're welcome to reach out to our tech support team do conduct further troubleshooting. It's important that our team can investigate your specific account set-up, as well as what you're seeing on your end. I'm confident they'll be able to shed some light on this for you.

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