QB Payment Sync
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Sarah May
If a payment is made in quickbooks it should sync to Workiz. We were sold on Workiz "2 way sync with QB" but found only invoices are 2 way. Payments only go from Workiz to QB. Example: Landlord paid via QB to QB for services we provided on a tenant location. Workiz shows balance owing, but qb shows paid in full. If I add payment to Workiz it then shows over paid in qb. HOW DOES IT NOT SYNC PAYMENTS 2 WAY????
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Diane Temmen
If a customer's payment is recorded QBO, I do a "Credit Offline" in Workiz to zero out the invoice and then manually resync the invoice to QBO. Since the payment displays in QBO as "unapplied", I delete the unapplied payment. Now the customer's balance is correct in both platforms.
I realize this is extra work, but until Workiz can accept bulk check payments this is the only work around I have found.
We do all of our invoicing via Workiz except for the customers that like to pay more than one invoice via check. For these instances, I prefer to have one check for my deposit, so it makes it clear for our CPA.