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CREATING INVOICES TO SEND TO CUSTOMERS IN QUICKBOOKS CODE

If you select this option and populate the External Number field on the Billing Code, QuickBooks will look at that and attempt to match the External Number field back to an item in QuickBooks.

CREATING INVOICES TO SEND TO CUSTOMERS IN QUICKBOOKS CODE

Billing Code External Number: The External Number field on a Billing Code in Autotask PSA is an optional field.For example, a labor entry on an invoice used the billing code "After Hours." Upon transfer, the invoice would only match if the corresponding item in QuickBooks was also named "After Hours." "After-Hours" would not match. Billing Code Name: Items on an invoice would match the item in QuickBooks based on the name of the billing code for the item in Autotask.

The name of the billing code in Autotask PSA must match the name of the item in QuickBooks for them to map to each other. At initial synchronization, Autotask will send an email report with the results of the match to your designated QuickBooks Online mailbox. Select the field in Autotask that QuickBooks Online should use to match to the product or service name in QuickBooks Online for invoice creation.

The default is 14 days.Īutotask billing code field used to match QuickBooks item name The default setting is No.Ĭalendar days in the past to look for voided Autotask invoicesĮnter the number of calendar days that QuickBooks Online should go into the past to retrieve voided invoices. When this setting is enabled, invoices in QuickBooks will be voided if they are voided in Autotask. When invoices are voided in Autotask, sync to QuickBooks?

Use the Autotask Invoice ID: The invoice ID in QuickBooks Online will be the same as the invoice ID in Autotask PSA.

Use the invoice number in Autotask if available: The invoice number in QuickBooks Online will be the invoice number assigned in Autotask PSA.

For this setting to work correctly, you must have invoice numbering disabled in Autotask PSA Once the invoice has synced to QuickBooks Online, the QuickBooks invoice number populates. The invoice number field in Autotask PSA will be blank initially.

Let QuickBooks auto-generate an invoice number: This is the default setting.

Select the method that QuickBooks Online should use to number invoices. NOTE Best Practice is to extend the date range, in case anything got missed. The integration waits until one or more invoices are available to sync, runs the sync for the available invoices, and then changes this setting back to Do not sync invoices.Ĭalendar days in the past to look for unsynced Autotask invoicesĮnter the number of calendar days that QuickBooks Online should go into the past to retrieve unsynced invoices.

Sync next batch of invoices and then turn off sync: useful for doing batch invoice "runs".

Select this setting before using the Sync Invoices Now tool.

The integration does not check for invoices ready for billing, and Autotask PSA does not process invoices into QuickBooks Online. Do not sync invoices: This setting pauses the sync.

The app will make a call to Autotask PSA to see what invoices are available for transfer based on the invoice numbering settings at regular intervals. Sync invoices - This is the default setting.Set whether Autotask invoices should be synced to QuickBooksĬontrols whether invoices should be processed into QuickBooks Online automatically. Automated sales tax calculation is available only for the US version. Make the appropriate selection in each field.When you see the Authorization Successful announcement, click Configure Settings.