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October 11, 2023

Adding an invoice from another platform

  • October 11, 2023
  • 1 reply
  • 0 views

Hi, I'm trying to work out the best way to add an invoice from another platform (Worksome) to my Quickbooks account. There is an app called Zapier which apparently will link my Worksome invoice to one created in Quickbooks, but the process looks confusing and I'm not 100% certain that I won't be sending multiple invoices out to my customer (one from Worksome, one from Quickbooks).  Is there a way I can reference the payment I receive from the other platform's invoice into Quickbooks, so that it tallies up with the payment received in my work bank account?  Do I need to create a duplicate invoice in Quickbooks, matching the details of the Worksome invoice, but not send it out to the client?

    1 reply

    Fiat Lux - ASIA
    October 11, 2023

    You can create "New Invoice" as the trigger in Worksome and the action will be "Create Sales Receipt" in QB Online.

    https://zapier.com/apps/worksome/integrations/quickbooks

     

    You can use a 3rd party backup restore app before try the process.

    https://partnerwithus.rewind.com/quickbooks

     

    Which payment platform you can integrate with Worksome? You can use a 3rd party connector app to reconcile the payment into QBO.