![]() ![]() For Opportunity records, we pull in invoices and estimates associated with the email addresses of all people related to the opportunity and for all people related to the opportunity’s related companies. For Company records, we pull in invoices and estimates associated with the email addresses of all people related to that company. For Lead and Person records, we pull in invoices and estimates associated with the email address on the record. Invoices and estimates show up on each record based on a unique identifier for that record type. Invoices and estimates are displayed in order of created date. Below the initial number of invoices and estimates displayed, you can click to expand the list. ![]() The number of invoices and estimates displayed will correspond with the number you choose when setting up the integration. This is what it will look like on each record:Īnd here is a close up, which includes a view of how estimates are displayed as well:įor each invoice or estimate shown, the following details are displayed:Ĭlicking on the invoice or estimate name will pop up a full view of the selected item. The QuickBooks integration displays the QuickBooks invoices and estimates associated with a lead, person, company, or opportunity in the ‘Related’ section of that record. Here we have documented all of the limitations, nuances, and edge cases to be aware of when using the QuickBooks Online integration.Have other tools you want to integrate? Check out our integration marketplace to see hundreds of options! Understand the QuickBooks Integration When the "Match Tax Rates" setting is disabled then the default tax code that you select in your integration settings will always be used. When the tax rate name does not exactly match the name of a tax code in QuickBooks then you will receive a sync error for that invoice. If there is not a tax rate but there is a sales tax amount then the default tax code from your integration settings will be used. The tax rate selected will be the first tax rate on the line item or invoice. When the "Match Tax Rates" setting is enabled then the tax code with a matching name will be selected from QuickBooks. The deposit account can be any bank or current liability account. You can create rules to choose the deposit account for each payment method and currency combination. By default, payments are put into Undeposited Funds. You can map the accounts in which payments are deposited into. Please consult the QuickBooks documentation for more details on how to configure Products and Services. If you find that a line item created by the Invoiced integration does not have the correct Income Account then it can still be changed through the Products and Services page. This will work for any Product or Service, regardless of whether it was created by the Invoiced integration. You can change the Income Account for any line item in the Products and Services page on QuickBooks. The Income Account for the newly created Product or Service will be the default income account you have selected in the integration settings. The name of the Product or Service will be the line item name. When creating an invoice, if a Product or Service with a matching name cannot be found on QuickBooks, then our integration will create a new Product or Service. Our integration will match the Product or Service on QuickBooks based on the line item name. The Income Account for any line item in QuickBooks Online is derived from the associated Product or Service on QuickBooks. This gives you granular control of the data sent to QuickBooks Online. These additional field mappings work when a record on Invoiced has a custom field with a specific ID that corresponds to a specific field on QuickBooks Online. This can be useful if you are first creating invoices on Invoiced and posting to QuickBooks Online. We support setting several optional fields on QuickBooks Online that do not have a standard Invoiced field. Errors will not go away until they are successful or ignored. You can retry syncing any failed record by clicking the Retry button or you can ignore the error by clicking the Ignore button. updating the record) that triggers a new sync. When a record fails to sync it will not be re-attempted unless there is a new operation (i.e. The error message is listed next to each failed record. Each error listed belongs to individual record that could not be synced. On the Accounting Sync page you will see a Reconciliation Errors table which contains any sync errors that the integration encountered. See Importing Data for instructions on how to import transactions prior to installing Invoiced. The integration does not sync data created prior to the integration being installed. Once the integration is fully configured, new transactions will sync with Invoiced on a going forward basis. ![]()
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