You have the option to push payment requests for service contracts and service calls to QuickBooks Online or QuickBooks Desktop. If you have not enabled a QuickBooks integration on Cloud, check out these articles about integrating them.

This article explains how to push the payment request to QuickBooks Online. The workflow to push the request to QuickBooks Desktop is similar, but in that case, you will have to select the payment request you would like to push from the "Payment" tab of the QuickBooks Desktop connector.

If you have enabled the QuickBooks Online integration, you will see that D-Tools has already specified the "Invoice settings" for the integration under "Settings > Integration > Manage Integrations."

Here are the steps to push payment requests to QuickBooks Online.

To initiate the push, go to the payment request of a service contract or service call. You will see an Orange prompt at the top with a "Create QuickBooks Online Invoice" button. Click this button, and you will see a modal with the consequent steps to create the invoice from the payment request.

The following screenshot is for a service contract payment request. You will see a similar prompt on the service call payment request.

On the Customer tab, you will need to do one of the following:

Create a new customer record in QuickBooks if you have not previously exported the customer to QuickBooks.

Map the customer to an existing customer record in QuickBooks.

On the Items tab, under "Create Item," you will need to add the service plan used for the contract to QuickBooks. Adding a service plan to QuickBooks is a one-time activity, and you will need to add the plans when you push the first payment request for a plan to QuickBooks.

Once a service plan is added, for any future payment requests for contracts that use this service plan, you will need to map the plan under "Map Item."

In this example, to push a service contract payment request, we created the service plan "Essentials" as a "Service" item in QuickBooks. We specified that the invoices for this plan come under the "Services Income" for the company. When pushing a service call payment request, you will need to create or map products and labor types.

On the Invoice tab, click "Create" to create an invoice. The invoice number created in QuickBooks is synced with the Cloud and can be seen on the payment request you pushed to QuickBooks.