Question

Shopify Connector: Automatically make payment in quickbooks when I mark paid in shopify for Invoice

Forum|Forum|2 years ago
February 10, 2024
2 replies
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At the moment, when I recieve a direct depost into my bank account, I need to do two things 1. Mark paid in shopify, then directly allocate the funds to the customer the deposit is made for. Is there a way to do it in one and it flows to the other, say mark paid in shopify and it will create a payment in quickbooks, or allocate funds in quickbooks and it will makr paid in shopify?

Another thing that happens is that sometimes customers pay their bill online or with their visa card. If the invoice has already come into quickbooks, the updated payment isn;t reflected in quickbooks so the invoice still shows owing. Anyways to make this more integrated?

Much appreciated

QuickBooks Online

L

LeizylM

I understand the importance of allocating funds in QuickBooks and it will be marked as paid in Shopify, Tiara. I'm here to share insight about this.

The data in QuickBooks depends on the information/payout shared by Shopify. Since the payment made is outside Shopify, I suggest manually marking the invoice as paid in QuickBooks Online (QBO).

We can open the invoice by clicking on Receive Payment and entering the details on the next page. I've added a screenshot for your reference.

Here's how:

1. Go to Sales from the left menu.
2. Click on the Invoice tab.
3. Choose the invoice and click the Receive Payment under the Action column.