QuickBooks Online (
qbo.intuit.com ) is a cloud-based accounting system, similar and yet different from desktop editions of QuickBooks.
Usage Notes
| ® | When testing a new macro or when you have entered a lot of data on a QuickBooks Online form (an invoice, purchase order, etc.) it's a good idea to save the form's data, then run the macro. Then if the macro works differently than you expected you can revert or cancel the form to get your original data back. |
| ® | In some situations FullSpeed may be able to access data from a form's header to use in calculations involving the form's line items. This is an advanced technique, discussed in the Problem Solved topic Using data from header fields. |
| ® | QuickBooks Online's header fields are accessible to FullSpeed formulas as a source of data for calculations—things like a customer code, discount percentage, fuel surcharge amount, special date, etc. |
QuickBooks Online Fields
Data limitations of fields
In QuickBooks Online as in most applications, some fields accept a limited range of data. QuickBooks Online is more automatic or "forgiving" than QuickBooks desktop editions in this regard, because instead of displaying an error message it may simply convert bad data into something it can accept. For instance if you type "abcd" in the Amount column of an invoice, then press the Tab key, QuickBooks Online will enter "0.00" instead. (QuickBooks desktop editions would pop up an error message instead.)
The downside of this feature when running FullSpeed macros is that a macro can enter "junk" data without much complaint from QuickBooks Online. So when creating macro formulas, keep in mind that you are in charge of how FullSpeed sends results to QuickBooks Online. When necessary, use FullSpeed's formatting features to control the format and number of decimal places of numeric results. Also, you can use spreadsheet functions like IF to prevent sending certain kinds of results which would produce errors—such as preventing negative numbers from being sent to a field which accepts only positive numbers.
See also