Tint Wiz includes an internal invoicing system that can help you create and send simplistic "one line" invoices. If you use Quickbooks for accounting, you can easily integrate your Quickbooks account with Tint Wiz and keep sending the invoices through Quickbooks. Tint Wiz is still going to keep a record of your transactions so you won't lose them if you ever decide to unlink with Quickbooks.
To integrate your QBO account with Tint Wiz:
- Go to Settings > Integrations > Quickbooks
- Click "Connect with Quickbooks" button and follow on screen instructions provided by Quickbooks.
Once you complete the authorization process, Tint Wiz can sync your customers and invoices to QBO. Invoicing process will stay mostly identical other than a few minor differences and limitations to be aware of.
Quickbooks requires customer names to be unique in their system while Tint Wiz does not have such limitation. Tint Wiz will try to workaround this QBO limitation by adding an incremental suffix like "(2)" to names when needed.
Note: When there are too many repetitions of the same name, you may receive an error message "The name supplied already exists". In that case please modify your Wiz contact name and try again.
Custom Transaction Numbers
Quickbooks allows you to use your custom transaction numbers by turning a setting on from sales settings. However if you use custom transaction numbers, your new invoices are not going to have invoice numbers auto assigned to them. In order to have every invoice you create to have a number assigned, you MUST keep "Custom Transaction Numbers" setting turned off.
- Navigate to settings>company settings>sales on your Quickbooks online account.
- Find "Custom Transaction Numbers" setting and turn it off.
Note: If you toggle custom transaction numbers setting "On" at Quickbooks settings, the custom transaction field from QBO invoices will disappear. If you need edit an invoice # on Quickbooks, you must toggle custom transaction number "Off" first, edit the invoice numbers as necessary then toggle the setting back off.
You must select an invoice item to create an invoice on QBO. Tint Wiz will load your selectable items from QBO and list them on invoice forms.
If your Quickbooks invoice item includes a rate and tax preference they will be applied to the Wiz invoice line automatically.
By default; Wiz will select the service named same with the project type: "Automotive", "Residential", "Commercial" or "Marine".
If these services matching project types are not setup, the first one named one of Window Tint, Window Tint Installation, Window Film Installation, Window Film, Film, Installation, Services will be selected.
If no service matching the above criteria is found, first service returned from QBO will be selected.
U.S. companies that use Quickbooks Online may have automated sales tax (AST) turned on on their accounts. If automated sales tax is enabled for your business, you don't need to manage your tax rates from Tint Wiz as Quickbooks will calculate the sales tax based on the address of your customer (or you company address if customer does not have one). If your Quickbooks Online business is setup to use AST, the tax rate you select on Tint Wiz will be ignored and tax will be recalculated based on the location of the customer. Tint Wiz will post the contact address on the invoice to QB for tax calculation so always make sure your customers have correct addresses.
For non U.S. companies or U.S. companies who do not have automated tax rates setup; tax rates must be managed manually in Wiz. At Tint Wiz side you can setup your tax rates and apply them to your invoices from Settings>Configure or by using the "Manage Tax Rates" link you will find while invoicing. If you are using Quickbooks integration you must link each tax rate you have on Tint Wiz with a taxcode you have on Quickbooks or they will be ignored.
Tax Exemption Reason
If you are doing jobs for tax exempt customers you need to select a tax exemption reason when invoicing them. Tint Wiz supports selecting all the reasons Quickbooks allows to be selected.
Note: Please consult with your accountant to determine which exemption reason you need to use for your customer and documentation requirements for compliance.
Important (US users): Do not use a "No Tax 0%" or "Exempt 0%" tax code for invoices that are sent to exempt customers. Select a tax exemption reason and leave the tax rate empty instead.