Synchronizing the invoice status between QuickBooks and Cloud

With the QuickBooks Desktop (QBD) integration enabled, the payment status of invoices that have been pushed to QBD can be synchronized with Cloud.

The invoice as ssen on Cloud.

The invoice as seen in QBD.

To synchronize the payment status of an invoice:

1/ Mark the QBD invoice as "Paid."

2/ Click "Yes" on the pop-up notifications displayed on D-Tools Cloud and the D-Tools Cloud and QuickBooks Desktop app. This can take a few seconds.

This will update the relevant invoice on Cloud to either "Sent" or "Paid."

3/ Click "OK."