In the integration setup stage, you can choose which document to send to QuickBooks: purchase order or invoice.


TABLE OF CONTENTS


How Invoice import to QuickBooks:

invoice send automatically after approval.

What if you revise, edit the Invoice? 

when the document in revision you can delete, add, edit items, change the Document cost center and changes will appear in the QuickBooks.

If you just edit the Invoice order without revision the changes will no show in QuickBooks.

*note, if you edit the Invoice in QuickBooks the changes will not import it the Precoro.


What if you need to cancel the Invoice?

you can cancel the document in Precoro and he will be removed from QuickBooks.

 

What if you edit, delete Invoices in QuickBooks?

changes will not show in Precoro.


How payments are imported to Precoro with QuickBooks: 

after payment in QuickBooks, it is imported into the Precoro account. The status of the invoice will change to paid. Payments in Precoro are not imported into QuickBooks.


What type of payments method you can use:

  • Bill payments
  • Cheque
  • Credit card payment


What if you need to void or delete payment in QuickBooks?

the payment in Precoro will be canceled. You can create a new payment in QuickBooks for this Invoice. 

note, if you canceled payment in Precoro changes will not be shown in QuickBooks.


If you do not pay the full amount of the Invoice: 

in Precoro state of the Invoice - will be partly paid.


Close the books:

If you use the "close the books" of the financial reporting period in QuickBooks, it will be impossible to send documents from Precoro in a closed period.

For example, your closing date 31.122020 in QBO, but in Precoro, you have an Invoice 30.12.2020. You can not send this Invoice to QuickBooks after 31.12.2020 because the accounting period has closed.