With D-Tools Payments and QuickBooks Online (QBO) integration enabled, you can simplify service contract payment accounting by activating the "Service Contract Invoice" automation. The Service Contract Invoice automation will automatically create invoices in QBO when invoices are manually created for service contracts or when they are automatically generated using the Invoice Creation automation.
Service Contract Invoice automation is available only with QBO, but will be available for QuickBooks Desktop and Xero in future releases.
To use the Service Contract Invoice automation successfully:
Ensure that the customer 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.
When manually creating a contract payment invoice, ensure that the "Create invoice with QuickBooks Online" checkbox is selected on the invoice creation modal. It is selected by default.
To enable the Service Contract 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 "Service Contract Invoice Automation" tile.
3/ Select an invoice tax rate.
4/ Choose from one of the following:
Map item to service contract name - the service contract name 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 service contract name will always be linked to the same generic item. However, the name of the contract 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 manually push the invoice to QBO.
Check out this article for more details.