When payments recorded in QuickBooks Desktop update SharePoint

I appreciate you for sharing your detailed query, Jorzino. Let me provide information about syncing data to Sharepoint.

Automating the process of updating SharePoint when payments are received in QuickBooks Desktop (QBDT) would involve third-party integration services to connect and allow for automatic data transfer between the two platforms.

I recommend reaching out to SharePoint Support for assistance with configuring this integration to ensure that the information about whether a customer has paid an invoice is displayed accurately in SharePoint for users who don't have access to the QBDT app.

Once everything's good, you can generate reports to track your finances within the program.

I've also included this article for reference when you encounter company file issues in the future: Fix data damage on your QuickBooks Desktop company file.

I can always provide the necessary information about handling payments in QBDT. Should you need further clarification, leave a comment below. You can count on me at any time.

Hi @SirielJeaB ,

Thank you for your response, I appreciate it.
Do you know by any chance some third party integrations that I can look into?

Hello there, Jorzino.

We're unable to provide a specific third-party application that you can utilize. However, I'm here to ensure you'll get to look for one that best suits your business needs.

Here's how:

1. Go to the App Center menu and click the All Applications tab.
2. On the search bar, enter the clue word of the specific app you're looking for.
3. Click the magnifying glass to search.

In addition, you can check out this article to learn how you can save your company file in QuickBooks: Back up your QuickBooks Desktop company file.

If you have further questions regarding integration in QBDT. Feel free to leave a comment below. We're here to assist you 24/7. Have a great day.