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QuickBooks Online: Editing an Invoice

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Locate: Manage > Integrations >  Accounting > QuickBooks Online
Prerequisites:

  • Admin permissions or restricted permissions to access Reports & Booking Data and to Modify Bookings.
  • QuickBooks Online integration activated.
  • Your account must have access to items (Inventory > Items), which is a key feature of our classic version of Checkfront. 
  • This feature is not yet supported with products (Inventory > Products), which is a key feature of our newest version of Checkfront. 

 

Products

New to Checkfront - Products ✨

Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.

Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

 

In this article, we look at how editing a booking syncs with QuickBooks Online.

New to the QuickBooks Online integration? Be sure to read the first article in this series for an introduction!

Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the QuickBooks Online integration.

 

Editing an Invoice

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QuickBooks Invoice Edit

QuickBooks Ledger Edit

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 magically updated without the need for additional data entry on your part!  

 

Note

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.

 

Note

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.

 

 

< QuickBooks Online: Using the Add-on

 

 

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