![]() ![]() You will need to manually set categories in QuickBooks. The Dubsado income category will be noted in the description of the line item when the invoice is synced. Will the income categories for each line item match up with categories in QuickBooks? ![]() ![]() If no match is found, or multiple matches are found, a new customer will be created. What happens if my Dubsado client already exists in QuickBooks as a customer?ĭubsado will try to match clients to QuickBooks customers using their email address. No, once an invoice and/or payment is sent over to QuickBooks, deleting the record in Dubsado will not remove the record in your QuickBooks account. Turn both automatic sync settings ON if you would like to sync both invoices and payments:įAQ If I delete an invoice or payment in Dubsado, will it delete the record in QuickBooks? You would like payments received through Dubsado invoices to be added as transactions in QuickBooks. you do NOT already have your payment processor synced with QuickBooks directly. Option #1 - Automatically Sync Invoices AND Payments There are three options for configuring automatic syncing with Quickbooks: Clients will still pay invoices in Dubsado using the payment processor you connected (Stripe, Square, or PayPal). QuickBooks does not become your payment processor. Invoices and payments created before you connected QuickBooks will not sync automatically. QuickBooks does not sync invoices or transactions back over to Dubsado. Invoices are automatically synced with QuickBooks after the client makes a payment, not immediately after the invoice is created. Here are some key things to know about how Dubsado invoices sync with QuickBooks: There are a few more settings you'll need to configure before the integration is set up and ready to go. If you have multiple companies in your QuickBooks account, select the one you would like to connect and click Next.Īfter completing the connection process, you'll be redirected back to the QuickBooks integration page in Dubsado. Log in to your QuickBooks account when prompted. In the upper right corner, click Connect to QuickBooks. Click on the gear icon in the top navigation bar to access your Settings. ![]()
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