Customers who have both the QuickBooks Online integration and Inspect Point Payments enabled will be able to sync payments to QBO.
There are two ways to sync payments to QBO:
- Create invoice
- Send invoice to QBO
- Collect payment in Inspect Point
- Payment will automatically appear in QBO
Or,
- Create invoice
- Collect payment in Inspect Point
- Send invoice to QBO, at which point payment will also appear in QBO
Convenience Fee Handling
Note, for customers with the "convenience fee" enabled, a convenience fee line item will appear on the QBO side.
Here is a payment made with convenience fee. If convenience fee not enabled, then no line item is added to invoice in QBO for convenience fee.
Tax Handling
Here is a sample of what would happen if a payment is made to an invoice with taxable items. Currently, Inspect Point does not supporting sending tax amounts to QBO, so there is a slight differentiation which will need to be corrected on the QBO side.
Have questions, or need support? Contact us at payments-support@inspectpoint.com.
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