Hello, we are using QBO to accept payments and invoice customers. When we need to close an invoice in Zoho Inventory, we mark the invoice as paid. The requires us to create a payment entry in Inventory. The is then sent to QBO. The same problem happens when we close Purchase Orders. The result is we have doubling of activity in QBO journal entry. How do we fix this? | 9:19:55 PM |
Hello there :) | 9:20:25 PM |
Hello | 9:20:39 PM |
As per the current integration flow, the invoice and payments will get synced to QBO. In this case, you have to just record payment in Zoho so that will get synced to QBO . | 9:23:33 PM |
Is there a way to close invoices or mark them as paid without sending the payment activity to QBO? | 9:24:11 PM |
The stock of the items will get deduced once you create an invoice but if you need to show the invoice status as paid then you have to record payments from the invoice . | 9:27:29 PM |
Is there a way to have the invoices synch to QBO but not the payments? | 9:27:59 PM |
I am afraid that is not possible for now and it will sync Invoice and payments along . | 9:29:28 PM |
How do other QBO users do this? We only want to use Zoho Inventory for inventory activity and not payments. | 9:30:20 PM |
Mostly they will record payments and invoices in Zoho so that will get synced to QBO. If you do not need the payments sync then you have to leave the payment part in Zoho which won't affect the stock or anything . | 9:31:56 PM |
please explain 'If you do not need the payments sync then you have to leave the payment part in Zoho which won't affect the stock or anything . ' | 9:34:04 PM |
As I informed earlier, if you record payments in Zoho then that will get synced to QBO so we cannot restrict that . So what we suggest is that to avoid recording payments in Zoho so you can collect the payments in QBO. | 9:37:21 PM |
Then we have open invoices in Zoho which will show on customer's statements and their account when we check a customer's account status. | 9:38:20 PM |
Open and unpaid | 9:38:30 PM |
I understand but there is no other way as of now if you are recording payments in QBO. | 9:43:09 PM |
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