This article covers the Invoices Resource in detail. If you haven’t yet learned about Resources in general and how to get the most out of them, we suggest you check out our Resources support article first. What is an Invoice? Invoices in Quickbooks represent any Customer Invoice (i.e. AR), but not Vendor Invoices (i.e. AP), […]
Resource: Quickbooks Invoices Read More »
Amalgam’s functionality relies on Integrations, or connections to other software tools you use in your day-to-day. Each Integration gives Amalgam access to the data contained within a given account, such as an accounting platform, a payroll system, an ecommerce storefront, or a payment processor. You can have any number of integrations, depending on the number
How do I add new Integrations? Read More »
Start by opening any Excel document (blank or otherwise). Next, navigate to the Home ribbon and locate the “Add-ins” or “Get Add-ins” option, which you can click on. The location of this menu option may vary depending on your Excel version, it may be under Insert or Developer in certain other versions. If you cannot
How do I install the Excel Plugin? Read More »
Start by opening up any Google Sheet, or by typing sheet.new into your URL bar (a handy trick we use a lot). Click on the Extensions menu and navigate to Get add-ons. Search for “Amalgam” in the window that pops up and click on the resulting icon. When prompted, click on the “Install” button, and
How do I install the Google Sheets plugin? Read More »
Amalgam is designed to make automating complex tasks as simple as possible, but there are always challenges and gotchas that arise. Our support team is designed to be hands-on with our users. If you reach out to us at [email protected] or by using our contact us page, we’ll get right back to you. Bonus points
How do I contact support for help? Read More »
Most likely, this is because you either have numerical data in both the debit and credit field, or because you have deleted the numbers from one or both of those fields. When our sheet checks to see if a journal entry is balanced, it needs a way to review the data in both the credit
My Journal Entry says debits and credits are not balanced? Read More »
This question may also relate to ItemRef, CustomerRef, VendorRef, ClassRef, DepartmentRef, or others. Most likely, this means that one of the dropdown lists you selected contains an incorrect value. When we send data to and from a system like Quickbooks, there are differences in the data that we interact with, and the data that Quickbooks
What does Required Parameter AccountRef mean? Read More »
When uploading invoices or other similar records requiring you to select a QBO Item or Service, Amalgam’s sheet will give you a list to select from including all the products and services that are configured in the Quickbooks account you’ve linked to. However, as you likely know, headers cannot be used for invoices and other
Why does it say Categories cannot be used in transactions? Read More »
Quickbooks can throw a somewhat confusing error when attempting to load information including email addresses. The QBO system attempts to verify that any information entered as an email address is a valid address, but when it doesn’t like an address, the response it gives is confusing. Most users aren’t going to know what RFC 822
What does Email Address does not Conform mean? Read More »
