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Anna Shymchyk
Level 1

INVOICES INTEGRATION WITH CLIENTS

Dear Sir/Madam,

Could you advise me about such question. 

Does the system integrate with customer invoices? I mean, if the client also uses the Quickbooks, can he create an invoice  for Payment at his account of Quickbooks, then automatically transfer it in the my company account Quickbooks? Then could we take it into our balance and then put it for payment ? Does the Quickbooks has the option of exchanging invoices, bills, contracts and other documents between companies?

 

Thank you in advance for your help.

Kind regards,

[Removed]

1 Comment 1
Angelyn_T
Moderator

INVOICES INTEGRATION WITH CLIENTS

I appreciate you for reaching out, Anna. I can share insights about handling transactions in QuickBooks Online (QBO).

 

Each QBO account has a different record and exchanging transactions such as invoices, bills, and other entries is currently unavailable. At this time, you can mark the invoice as paid following these steps:

 

  1. Sign in to your QBO account.
  2. Go to the +New icon, then click on Receive Payment.
  3. From the Customer dropdown, select the name of the customer.
  4. Select the payment method from the Payment method dropdown.
  5. Pick the account you put the payment into from the Deposit to dropdown.
  6. In the Outstanding Transactions section, select the checkbox for the invoice you're recording the payment for.
  7. Fill in the other information, then save the transaction.

 

If you need to record partial payments, check out the instructions from this link as your reference: Record invoice payments in QuickBooks Online.

 

If you have QuickBooks Payments, you can accept electronic payments like credit cards and ACH transactions directly from an invoice or email.

 

And here's how you can track your bills and record the payments in QuickBooks: Enter bills and record bill payments in QuickBooks Online.

 

In case you need to move your data from one QBO account to another, you can manually export and import the entries. You can also move your vendors, customers, inventory, and chart of accounts. Here's how: Move your lists to QuickBooks Online.

 

Let me know if you have any other questions while working with your invoices or bills. I'll be right here to help. Have a good one!

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