Using the Add-onBack to top
The QuickBooks Online add-on is now activated and configured for use in your account. Based on the settings we used in the previous step when a customer makes a reservation and pays for it in full, an invoice and transaction will be automatically created in QuickBooks and synced with Checkfront.
Since the two systems are synced together, any changes you now make to the booking in Checkfront, will automatically (and immediately) be sent across to QuickBooks. Refunding the payment, for example, will make the invoice in QuickBooks unapplied. You can check the invoice log in Checkfront at any time to make sure these transactions are going through successfully, without needing to check every time in QuickBooks.
Information Not Synched
When viewing an invoice in Checkfront, you can quickly access the associated invoice in QuickBooks Online by clicking on the View in QuickBooks link below.
Common Issues & SolutionsBack to top
- Error when syncing to Quickbooks...
Error creating invoice: Invalid Reference Id (Invalid Reference Id: Categories cannot be used in transactions.
This is caused by items in the booking matching custom category names in QuickBooks. Please make sure you are not using the same names for items and categories.