hwpc

QBOL Research & Migration Notes

Migration Status

✅ RESOLVED (2026-04-01): HWPC migration to QBOL complete. QB2020 used as migration path. Paycheck issued.

Migration Timeline

• 2026-03-27: QBOL invoice forms work at River Place. Mark ran routes (good till 4/7). QBOL final migration FAILED (8hr timeout).
• 2026-03-28: Traveled to Winfield. QB2020 brought up. Customers imported.
• 2026-03-29: ReportPrint/gReportPrint started.
• 2026-03-31: HWPC migration to QBOL complete. Paycheck issued.
• 2026-04-01: RoutePrint research + notes captured.

Next Up

• RoutePrint invoice import to QBOL
• See RoutePrint Epic tasks in the review queue

Key Findings During Migration

• Invoice print formats did NOT import cleanly from QB2024 to QBOL
• QB2020 was the successful migration path (not direct from QB2024)
• QBOL batch invoice/service ticket features require additional subscription
• Most people use a QBOL plugin for invoice generation — potential to write a custom one
• developer.intuit.com has API access for custom QBOL tooling

Related Repos

• ns-account — primary dev repo (private Gitea)
  • hwpc-rpdev/ — RoutePrint dev environment with QB2024 exports, QBOL imports, test data
  • _tools/qb_migration/ — Python migration toolkit (CLI, web UI, route tickets, tax integration)
  • _tools/qb_gsheets/ — Google Sheets RoutePrint integration scripts
  • RCFjetlandTrust/hwpc/RoutePrintFeature/ — reference PDFs for all 17 routes from QB2024
  • RCFjetlandTrust/hwpc/QBooks-Downgrade/ — QB2020 downgrade path (successful migration workaround)
• nsqbooks — QB tooling on gitea

Kiro Specs (in ns-account/.kiro/specs/)

Active spec-driven development for HWPC features:

• route-ticket-printing/ — RoutePrint feature spec
• ticket-lifecycle-workflow/ — ticket lifecycle spec
• batch-flow-diagram/ — batch invoice flow spec
• monthly-draft-generation/ — monthly draft generation spec
• quickbooks-migration-tooling/ — QB migration spec

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QBOL How-To Notes

Create Custom invoice

Question: ``` question here ``` - Quickbooks [candy NotebookLM](https://notebooklm.google.com/notebook/bc96db25-7c54-438a-bf1c-c7fb562adfdd) YouTube: - Quickbooks [How to create and customize an invoice in QuickBooks Online](https://youtu.be/N7q2MlMG6xw?list=TLGGbvYONcoArD8wMzAzMjAyNg) - Kevin Stratvert [How to Create and Customize an Invoice in QuickBooks Online For Beginners](https://www.youtube.com/watch?v=UsDIzItgtx0) ``` Step-by-Step Guide to Creating a Custom Invoice 1. Initiate the Invoice Action: From your dashboard, click the + New button in the top left corner and select Invoice,,. Video Reference: Kevin Stratvert (43) at 0:00. 2. Fill in the Basic Information Customer: Select an existing customer or click Add New to enter their name and email,. Terms: Set the payment terms (e.g., Net 30, which means payment is due 30 days after the invoice date),. Products and Services: Click into the line items to add your products or services. QuickBooks will automatically fill in saved descriptions and rates, though you can modify these for a specific invoice,,. Video Reference: Kevin Stratvert (44-47) from 0:44 to 2:00. 3. Customize for a "Printer-Friendly" Format To ensure the invoice looks good when printed, you should customize the design: Access Customization: Click the Manage button (usually in the top right) and select Customization or Design,,. Color Choice: For a printer-friendly format, stick with black for the color scheme to avoid wasting colored ink; QuickBooks will remove decorative gray bars when you actually print. Hiding Fields: You can use the toggles to hide or show specific fields like the shipping address, invoice number, or logo,,. Advanced Formatting: If you need deeper control over margins, fonts, or column widths, go to the Gear Icon > Custom Form Styles. From there, you can create a "New Style" and choose "Original" for less "fluff",. Video Reference: Kevin Stratvert (50-53) starting at 3:00; Tutorials With Tobias (74) at 1:20. 4. Adjust Line Item Layout You can edit column headers (e.g., renaming "Description" to something else) or drag handles to move columns around. Collapse Activity: For cleaner printing, you can choose to "Collapse Activity," which groups items by date or type so the printed page isn't unnecessarily long. Video Reference: Kevin Stratvert (55-56) starting at 4:45. 5. Preview and Print Preview: Before printing, click Print or Download at the bottom of the screen to see exactly what the PDF version will look like,. Print: Once satisfied with the preview, click Print from the PDF viewer. Video Reference: Kevin Stratvert (59) at 6:40. Quick Tips for Customization Logo Management: Be careful when removing a logo; clicking the "X" on the logo inside the invoice editor may remove it from your entire account, not just that one invoice. Message to Customer: You can add a personalized "Thank You" note or specific payment instructions in the footer text boxes ```

Export Invoices

- Question: ``` Can I export a cvs in Quickbooks 2024 of File -> Print Forms -> Invoices (Accounts Receivable) ``` - Answer: ``` QuickBooks Online does not have a direct option to export invoices from Print Forms to a CSV file. Instead, you can import multiple invoices via CSV, but export requires a different approach. To export invoices as CSV, you can go to All apps → Sales → Invoices, then use the Export to Excel or Export to CSV option if available. This will export invoice data, not from Print Forms, but from your invoice list. For detailed invoice exports, consider using the Reports feature to generate a sales or invoice report, then export that report as a CSV file from the report view. QuickBooks Online Advanced and Payroll Core do not change this process for 2024. ```

Create Reoccurring Invoices

Question: ``` Create Reoccurring Invoice ``` Answer: - [Link to PDF](tbd) - Location: see `RCFjetlandTrust/hwpc/2026QBOL-Testing/` in ns-account repo ``` To create recurring invoices in QuickBooks Online Advanced, follow these steps: Create an invoice as you normally would. Select Make recurring to turn the invoice into a recurring template. Set the Interval by choosing how often the invoice should recur (weekly, monthly, etc.). Note that daily intervals are not supported for Autopay. Enter the start and end dates for the recurring invoice. Complete the rest of the invoice details and select Save template. Once set up, you can edit the recurring template, but changing fields like total amount or frequency will cancel any existing Autopay setup for your customers. Important: Recurring invoices can be used with Autopay if you have QuickBooks Payments enabled and your invoices total $5,000 or less. ```

Memorized Batch Invoices

Question: ``` I have a batch of Invoices to generate and Print for a Route tomorrow, what is the best way to do that in QuickBooks Online? I had been using Memorized Transaction Groups to do this in QuickBooks 2024 Desktop. ``` Answer: - PDF in ns-account repo: `RCFjetlandTrust/hwpc/2026QBOL-Testing/` ``` QuickBooks Online doesn’t have memorized transaction groups like QuickBooks Desktop. Instead, you can use recurring templates and batch actions to streamline your process: Recurring Templates: Set up recurring invoice templates for each customer or route. Choose “Unscheduled” if you want to generate them manually when needed. Batch Create Invoices: Go to + New > Batch transactions > Invoices (available in QuickBooks Online Advanced). Select customers and fill in invoice details for your route. Save all invoices at once. Batch Print Invoices: Go to Sales > Invoices. Filter for the invoices you just created (by date or customer). Select the checkboxes next to each invoice, then choose Batch actions > Print. This workflow lets you quickly generate and print all invoices for your route in one go. Would you like step-by-step help setting up recurring templates or using batch invoicing? ```

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