Customers with our QBO integration enabled have the ability to sync Inspect Point invoices to QBO. Here's an overview of the functionality.
Creating Invoices for QBO
The recommended workflow to create invoices for use with QBO is to import your QBO Products/Services into Inspect Point as Materials & Services, add those items to a proposal or work order, and then generate an invoice off of that proposal or work order. If you have questions or need support with this workflow, don't hesitate to reach out to your Customer Success Manager.
Note, the "payment terms" that you set on an Inspect Point invoice will sync to QBO. If those payment terms don't exist in QBO, a new set of payments terms will be created within QBO.
Sending Invoices to QBO
In order to send an invoice to QuickBooks Online, your invoice must be associated with an account or building that is linked to QuickBooks Online.
Once you have selected an account or building that is linked to QBO for your invoice, you will be able to send the invoice to QBO by clicking the “Send to QBO” button. at the bottom of the invoice.
Some important notes:
We do not send sales tax to QBO.
And, if any invoice is associated with an inspection, the inspection's date will populate the "Service Date" field in QBO. If an invoice is for a work order, the "Service Date" will be the work order's date of first visit.
At that point, the invoice will appear in QBO. Note, once you send an invoice to QBO, any changes you make on that invoice in Inspect Point will not sync to QBO. Make sure your invoice is final before sending it over to QBO.
On the Invoice listing screen, invoices linked to QBO will have the QBO icon next to the invoice number:
And, you can filter the Invoice listing screen by invoices that have been linked, not linked, or both:
Also on the Invoice listing screen, you can see the QBO invoice number next to the Inspect Point invoice number: