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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.
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 will be 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 will 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, please do so through Checkfront. To learn more about QuickBooks Online, please go here. |
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