Learn how to edit an invoice which is synched with QuickBooks Online.
New to QuickBooks Online? Read the first article in this series for an introduction to QuickBooks Online.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
Manage > Integrations > Accounting > QuickBooks Online
What more do I need to use this feature?
- Admin or restricted permissions to access Reports & Booking Data and to Modify Bookings.
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QuickBooks Online integration activated.
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic items version using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products). → Learn more about products
Editing an Invoice
Should you make a change to the booking in Checkfront, those changes are immediately updated in QuickBooks Online.
Let's take our above invoice as an example. It was a $60 booking, plus tax. The Customer called and asked to change the date of their stay. The new date has a higher rate associated with it. That's fine, so you go ahead and make the change in Checkfront.
Now, when you go into QuickBooks Online to check out the invoice, you see that these changes and amounts paid have been automatically updated without the need for additional data entry on your part!
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Transactions sync one way from Checkfront Transactions work one way only from Checkfront to QuickBooks Online. If you wish to add a payment to an invoice or void a transaction, please do so through Checkfront. To learn more about QuickBooks Online, please go here. |
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Void bookings do not sync to QuickBooks Online A voided booking in Checkfront does not sync to QuickBooks Online. Instead, you need to manually modify the invoice in QuickBooks Online to reflect this change. |
< Using the QuickBooks Online integration