When do invoices go to QuickBooks Online, and can they go automatically?

Invoices can go to QuickBooks Online automatically or by hand. Pick when on the QuickBooks card in Settings, Payment Integrations: By hand (Sync all), Shortly after each invoice is made, or Once a day; Sync all works any time.

Quick answer1 min readUpdated for AveeCare
Short answer

You choose on the QuickBooks card in Settings, Payment Integrations: By hand (Sync all), Shortly after each invoice is made, or Once a day. A draft goes once it is sent or finalized. Whichever you pick, Sync all still sends everything waiting at any time.

Step by step

  1. Open Settings, then Payment Integrations.
  2. On the QuickBooks card, find when invoices go to QuickBooks.
  3. Pick By hand (Sync all), Shortly after each invoice is made, or Once a day.

Good to know

  • Before the first Sync all: A dry run lists what will go and which clients are not matched yet.
  • Your wording and terms: Invoice line wording, a client's or payer's own payment terms and QuickBooks item, and office classes or locations are all set in AveeCare and used on every send.
  • Payments: Payments recorded in QuickBooks come back to AveeCare, and payments recorded in AveeCare go to QuickBooks.

Keep going

Why is an invoice or its total in QuickBooks different from AveeCare, and how do I fix it?

When QuickBooks and AveeCare disagree on an invoice total or payment, QuickBooks vs AveeCare (Settings, Payment Integrations) lists invoices missing from QuickBooks, with different totals, paid on one side only, or deleted in QuickBooks, each with a fix button; See it in QuickBooks compares one invoice.

Written by
Calvin Nesvig
Founding Partner, AveeCare

Builds AveeCare full-time. The AveeCare Help Center is written and maintained by the team that builds the product, so the steps in every article come from the same people who ship the features.

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