With D-Tools Payments and QuickBooks Online (QBO) integration enabled, you can simplify project accounting by activating the "Project Invoice automation." The Project Invoice automation will automatically create invoices in QBO when you create invoices for the payment terms in the project.
Project Invoice automation is available only with QBO but will be available for QuickBooks Desktop and Xero in future releases.
To use the Project Invoice automation successfully:
Ensure that the client on Cloud is linked to the relevant customer in QBO by creating a new customer account or mapping to an existing one. The automation will fail if the customer account does not exist in QBO.
Ensure that the "Create invoice with QuickBooks Online" check box is selected on the invoice creation modal. It is selected by default.
To enable the Project Invoice automation:
1/ Go to "Settings > Integration > Manage Integrations" in the left navigation menu and open the QBO Settings modal.
2/ In the modal, go to the "Invoice" tab and enable the automation in the "Project Invoice Automation" tile.
3/ Select an invoice tax rate.
4/ Choose from one of the following:
Map item to payment term name - the payment term will be automatically detected and mapped to an existing item in your QBO account. If a match doesn't exist, a new item will be created.
Map to standard item - the payment term will always be linked to the same generic item. However, the name of the term will be placed in the description field of the item so that you have some much-needed context.
5/ Select a class if you are using the Classes feature in QBO.
If the automation fails, you will need to push the invoice to QBO manually.