Sync invoices & payments with QuickBooks Online to:
Automatically create an invoice in QuickBooks Online when an invoice is sent to a client from Financial Cents.
Mark the invoice as paid in QuickBooks Online when the client pays the invoice in Financial Cents.
Sync processing fees, refunds, and other payout deposit details to QuickBooks to make it easy to reconcile your bank account.
How the Invoice Sync works
The invoice sync works one way. That means invoices and payments are sent from Financial Cents to QuickBooks, not backward. So, this integration will be useful for you if you invoice your clients only or mostly from Financial Cents. If you prefer to instead invoice your clients in QuickBooks, you will have to manually duplicate records from QuickBooks in Financial Cents.
⚠️Please note. If you create an invoice within Financial Cents, then any changes or modifications should occur within Financial Cents (not QuickBooks Online).
How to sync invoices and payments with QBO
There are 3 steps to syncing invoicing with QuickBooks Online on the integrations page.
Confirm that the "Sync invoices, credit memos, and service items to QuickBooks Online" checkbox is checked as shown below
Select the account you want the deposit information to be sent to in QuickBooks
Select the account you want the expense information to be sent to in QuickBooks
Check the sync status of your invoices
Once the sync is on, you can confirm every invoice made it to QuickBooks without opening them one by one. The Invoices list includes a QuickBooks filter that shows each invoice's sync state.
Navigate to Billing > Invoices.
Open the QuickBooks filter.
Select 1 or more statuses:
Not Synced: the invoice has not been sent to QuickBooks Online
Pending: the sync is in progress
Synced: the invoice exists in QuickBooks Online
Stack the filter with your other filters (client, status, date) to zero in on exactly the invoices that need attention.
💡Pro Tip! Run a quick check at month end: filter by Not Synced to catch any invoices that failed to sync before you reconcile your books.
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