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 (Subscription), Growth (Per Booking), 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?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Editing an Invoice
Back to topShould 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