QuickBooks InvoicesQuickBooks Invoices

The invoices tab of the QuickBooks Controls Panel provides information about customer-based transactions.

Sales Reps

In order to sync sales information based on specific sales personnel, a link must be created between QuickBooks sales reps and the users in iPoint. Pressing the blue Get QuickBooks Sales Reps button will pull the sales reps created in QuickBooks into iPoint. These sales reps can then be tied to individual users in Settings > Users > user name > General so that their individual sales transactions can be referenced in QuickBooks reports. Sales reps that are already synchronized will display in the list.

Invoices and Payments

The column on the right displays all invoices that have not yet been synced with QB. You can click on any invoice in the list to be taken to the iPoint invoice. Once on the invoice, you can sync it to QuickBooks.

From the QuickBooks Invoices screen, you can push and pull payments between QB and iPoint.

Push Payments Button will send payments created/received in iPoint to the corresponding customer and transaction in QuickBooks. This process is typically completed on the iPoint invoice itself, or in the Payments module.

Pull Payments button will pull payments entered in QuickBooks back into iPoint where they will be applied to the appropriate, corresponding invoice. This button is most frequently used when a company utilizes Intuit credit card processing. Since those payments originate directly in QuickBooks, they will need to be pulled back into iPoint to clear outstanding balances.

Push & Pull Payments button will perform both push and pull simultaneously.

Summarize Labor

At the far right side of the screen is an option to Summarize all labor when Syncing to QuickBooks. Checking this box will cause all labor lines on an invoice to be consolidated to a single line when pushed to QuickBooks. You can determine what labor item is used for the consolidation by choosing an item from the Labor Item for Summarized Labor dropdown. Then create a labor description that will be pushed to QB as well.

By default, this option only applies to standard invoices. But if you want to summarize labor on delivery invoices, you will need to select the Summarize Labor Option Applied to Delivery Invoice Only checkbox as well.

QBO Push Rate on Invoice: When syncing invoices to QuickBooks Online, QBO excludes the line item rate and only displays the total of the line item. If you want to have the individual rate displayed on invoices printed out of QuickBooks Online, you will need to check this box. This option is only an issue if you print invoices out of QBO. If you use iPoint invoices, this setting is not needed.

Use Invoice ‘Class’ for each line item on an invoice when posting to QuickBooks- Description coming soon

Last modified: 7 Apr 2020

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