QuickBooks FAQ
Answers to your questions on the Compliance Network for QuickBooks connector.
Connector
- How do I cancel the Compliance Network for QuickBooks service?
- To cancel the Compliance Network for QuickBooks service, you need to disconnect the application from QuickBooks. In case you want to start using the application again, you just need to reconnect.
- I have more than one QuickBooks account. Can I have multiple connector accounts?
- Yes, as each subscription to the Compliance Network for QuickBooks connector is applicable to a single QuickBooks account.
ZATCA tax authority
- How do I connect to ZATCA?
- To connect to ZATCA, follow the instructions from the Connect to ZATCA article.
- How do I reconnect to ZATCA?
- To reconnect to ZATCA, follow the instructions from the Reconnect to ZATCA article.
- How do I create a One Time Password (OTP)?
- For instructions on how to create an OTP, read the Fatoora Portal User Manual.
- I have revoked the Cryptographic Stamp Identifier (CSID) used by Compliance Network for QuickBooks from the Fatoora Portal, ZATCA'S e-invoicing website. How do I assign a new CSID?
- After revoking the CSID from the Fatoora Portal, you can no longer sign your invoices. To fix that issue, you need to create another OTP (One-time Password) in the portal and then follow the instructions from the Reconnect to ZATCA article.
- How do I update my address in QuickBooks to follow the ZATCA standard?
- To learn how to format your address in QuickBooks, see the ZATCA Address Format documentation.
- How do I format my customer's billing addresses in QuickBooks to be compliant with ZATCA?
- To learn how to format your customer's billing addresses in QuickBooks, see the ZATCA Address Format documentation.
Usage
- How can I check if my e-invoice or credit note is compliant using the connector?
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To check if your e-invoice or credit note document is compliant using the connector, you need to update the Message on statement field from the e-invoice in QuickBooks, as follows:
- E-invoices
- Add the sentence "Approved for invoicing".
- Credit notes
- Add the sentence "Approved for invoicing | InvoiceRef: 123456789", where the number stands for the original e-invoice number.
CAUTION: You need to enter the exact words, or your document won't be checked for compliance.After saving your changes, the connector processes your document and, when it's ready, it updates the Message on statement field to show that the e-invoice has been approved or rejected.CAUTION: Before sending credit notes, you also need to edit the customer to add the correct Primary payment method, using the . So, in this case, you need to add it as "54/Credit card". If this configuration is not made, your credit notes will be marked as rejected. - What should I do to make sure my e-invoices are compliant with ZATCA?
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When using the Compliance Network for QuickBooks connector, you'll be notified if any of your invoices are not compliant. Look for the "approved" or "rejected" status under the Message on statement field of your e-invoices in QuickBooks.
To make sure your invoices are compliant with ZATCA, you need to:
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Update your customers' billing addresses to follow theZATCA Address Format.
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Check that your customers' tax IDs are correct in the Sales tax registration field.
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Edit the customer to add the correct Primary payment method for all credit notes, using the code from this documentation page as reference. So, in this case, you need to add it as "54/Credit card".
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Send e-invoices that follow ZATCA's tax rates.
- Add a standard code and description for each zero VAT rate or for any exemption item you may have as a business, following ZATCA's standard. Based on the Electronic Invoice XML Implementation Standard document, you need to follow these standards when you enter text in the Description field for adding taxes in QuickBooks:
- E/standard-code
- Use it when taxes are not applicable. Example: "E/VATEX-SA-30".
- S
- Use it for the standard rate.
- Z/standard-code
- Use it for zero-rated goods. Example: "VATEX-SA-32".
- O
- Use it when the services are outside of scope for VAT or not subject to VAT.
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- How do I manage tax codes and associate them to my products in QuickBooks?
- To learn how to manage tax codes and associate them in QuickBooks, see the QuickBooks support page.
- How can I resend an e-invoice after fixing any compliance issues?
- Because ZATCA doesn't allow you to resend an e-invoice in QuickBooks, you'll need to create a new e-invoice, fix the compliance issues, and send this new e-invoice.
- How can I check if my e-invoice has been accepted by the ZATCA tax authority?
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To check if your e-invoice has been accepted by the ZATCA tax authority, make sure you have enabled both the Status and the Memo columns in the page where your e-invoices are listed in QuickBooks.
The Memo field will show if the e-invoice has been accepted, conditionally accepted or rejected. To read the full message from the Memo field, you need to open the e-invoice.
Support
- Who should I contact for support?
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When you have any issues while using the Compliance Network for QuickBooks connector:
Contact Intuit for any QuickBooks-related issues
Contact ZATCA for any tax authority-related issues