How to Sync Invoices & Payments from Inspect Point to QBD

Step Five: Sync Inspect Point Invoices into QBD

As previously mentioned, an invoice must be associated with an account or building that has been imported from QBD in order to be synced to QBD.

You can follow your usual workflow for creating an invoice – e.g., you can convert a proposal, inspection, or work order to an invoice, or create a new invoice from scratch. 

Once you have created an invoice for a QBD account/building, you can make any edits to the invoice as needed. Again, it is important to remember that any line items added that were not imported from QBD will be mapped to the default item code selected on the QuickBooks Desktop settings page.

When you are done editing the invoice, press save. Note: it is important to complete your invoice before sending it over to QBD. Once it has been sent, it can’t be sent back over; after that point, changes must be made individually on the Inspect Point invoice and the QuickBooks Desktop invoice.

Then, at the top of the page press “Send to QBD.”

It will take several minutes for the invoice to load into QuickBooks Desktop. Then, the invoice will appear in your “Income Tracker” area of QBD, associated with the appropriate customer.

The following information will sync from Inspect Point to QuickBooks Desktop:

• Invoice date
• Payment terms
• Due date
• Invoice line items
• Invoice amount
• Balance due
• Invoice number (The Inspect Point invoice number will be used)

Note, if you have added tax on the Inspect Point side, it will not reflect in QuickBooks Desktop, and will need to be updated there.

Step Six: Sync Payments for QBD

All payments, whether manually entered or processed through our integrated payments platform, will appear in QuickBooks Desktop as a “Customer Payment” associated with the invoice.

The following fields will sync over to QuickBooks Desktop:

• Associated customer
• Payment amount
• Date
• Reference number
• Payment date
• Payment type
  • Inspect Point payment types map to the standard payment types in QuickBooks Desktop:
    • ACH e/Check
    • Credit/debit
    • Check
    • Cash