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.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Starter, Growth, Managed | Learn more about our new plans or how to change your plan.
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.
QuickBooks Online integration activated.
Which Checkfront version supports this feature - classic, new or both?
- The QuickBooks Online integration is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
New to Checkfront - Products ✨
With our newest version of Checkfront, we have added Products (Inventory > Products) as the successor to items (Inventory > Items).
Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information.
Editing an InvoiceBack to top
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!
Transactions work one way only from Checkfront to QuickBooks Online.
If you wish to add a payment to an invoice or void a transaction, then please do so through Checkfront.
To learn more about QuickBooks Online, please go here.
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