FAQ (QBO)

this page is your go to resource for quick troubleshooting we've compiled a list of the most common errors and frequently asked questions you might encounter when using the {{companionapp}} with quickbooks online, providing you with immediate answers and resolutions installation & setup common errors below is a list of common errors encountered during installation and setup in the {{companionapp}} click on the error to view the cause and immediate troubleshooting steps for a resolution the account matching page does not load the accounts from my accounting system please confirm you have bank accounts configured in your accounting system no other types of accounts will be shown on this page common questions below is a list of common questions that arise during the installation process to help ensure a smoother setup in the {{companionapp}} do i need to update the {{companionapp}} ? no, the {{companionapp}} will be updated automatically who from my company is needed to help install the {{companionapp}} ? please ensure that whoever is creating the connection has the ability to approve connections with third party applications additionally, prepare a list of any users whom you would like to have access to the {{companionapp}} so that they can be sent an invitation how can other members of my company get access to the {{companionapp}} ? please reach out to the support team with the individual’s name and email address so additional people can gain access to the {{companionapp}} accounts payable common errors below is a list of common errors encountered when using the accounts payable features in the {{companionapp}} click on the error to view the cause and immediate troubleshooting steps for a resolution a bill is not showing up in the {{companionapp}} if a bill created in your accounting system hasn't loaded into the {{companionapp}} , the connection may be out of date check sync status on the pay bills page, look for the last synced time compare times if the last sync time is before you created the bill, you need to re authenticate disable connection click the qbo icon in the header and disable your accounting system connection reconnect reconnect your system and proceed through the installation wizard the bill should now appear if the issue continues after re authenticating, please reach out to support common questions this list provides answers to common questions that arise when using the accounts payable features in the {{companionapp}} how can i remove a bill from the {{companionapp}} ? if there is a bill in the {{companionapp}} that you have paid in your accounting system and you no longer want to have displayed, please reach out to support how do i update my vendor payment information? the {{companionapp}} enables you to store and manage vendor payment information within the application click vendors in the navigation bar select the vendor you wish to update navigate to the banking details subtab click the add button to input, update, or manage their banking information how do i know the status of my payments? follow these steps to view your payment history and current status click the my bills section in the sidebar select payment history on this page, use the column filters to easily locate the specific payment you want to check and view its status can i pay multiple invoices in one payment rather than a payment for each individual invoice? yes, you can this feature is called combine bills, and it groups all selected invoices for a single vendor into one lump sum payment to enable it go to the vendors page and select a vendor enable the combine bills from this vendor into one payment under the products tab this feature will group all selected bills for a single vendor into one lump sum payment cash management (information reporting) common errors below is a list of common errors encountered when using the cash management (information reporting) features in the {{companionapp}} click on the error to view the cause and immediate troubleshooting steps for a resolution the csv file is not downloading from the balances & transactions page you may have a pop up blocker enabled on your browser please check if the pop up blocker is preventing the download from appearing, and then try again common questions this list provides answers to common questions that arise when using the cash management (information reporting) features in the {{companionapp}} how do i define a date range for my export? if you would like your exported file to be within a specific date range, you can configure this by clicking view and selecting a date range on the transactions page how do i add additional bank accounts to the {{companionapp}} ? to add more bank accounts, you must first contact your bank and talk to a bank representative once the accounts have been added, you will need to match the accounts in the control center log in to the {{companionapp}} naivgate to connectivity click the three dots beside your accounting system select account matching and link the new bank accounts to the correct accounts in your accounting system