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Syncing invoices and payments with QuickBooks
Syncing invoices and payments with QuickBooks

To access the QuickBooks Sync window after completing the set-up, simply click on the QuickBooks icon.

C
Written by Crystal Lindsey
Updated over a week ago

To access the QuickBooks Sync window after completing the set-up, simply click on the QuickBooks icon.

OVERVIEW

You will see the

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icon located at the bottom of any screen.

You will be presented with the QuickBooks Sync window, which you will use to sync invoices and payments to QuickBooks with a few short clicks:

  • Using the date selector, input a date range which includes all of the invoices (and payments) that you want to sync and click Filter

  • Select the specific invoices (and payments) that you would like to sync (either by checking them off one by one, or by using the Select All options at the top of the window).

  • Simply click the Sync with QuickBooks button, which will automatically sync your financial information to QuickBooks - if the client doesn’t exist in QuickBooks yet, we’ll create a new record for them!

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If an invoice has any payments associated with it, those payments will be synced to QuickBooks at the time of the invoice syncing. The Payments section will only show payments when an invoice has already been synced to QuickBooks, and then a payment is made afterwards. This was done to give full control over the information that you are syncing to QuickBooks. To save this step in the future, we have an optional automatic payments sync feature.

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