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Locate: Manage > Integrations > Account > QuickBooks
Prerequisites:
- Admin permissions or restricted permissions to access Reports & Booking Data and to Modify Bookings.
- QuickBooks Online Integration activated.
- QuickBooks Online is available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using QuickBooks Online with products (Inventory > Products)? Your account must be a member of our Early Access Program. Please reach out to Checkfront Technical Support to learn more.
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Early Access Program To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program. |
Need to activate QuickBooks Online within your account? Be sure to read the first article in this series: QuickBooks Online: Setup.
Editing an Invoice
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Should you make a change to the booking in Checkfront, those changes are immediately updated in QuickBooks Online.
Let's take our previous invoice for example. It was a $50 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 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!
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Transactions work one way only from Checkfront to QuickBooks. 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. |
< QuickBooks Online: Using the Add-on