PayorCRM Guide
  • Introduction
  • Connecting PayorCRM to your Accounting Software
    • QuickBooks Online
      • Data sync
      • Sync Processing fees
    • QuickBooks Desktop
      • Data sync
      • FAQ - QB Desktop Setup/Sync
    • Netsuite
      • Obtain Consumer Key and secret
      • Obtain Token key and secret
      • Add PDF generation Restlet code to Netsuite
      • Optional Steps
        • CC Processing fees sync
        • Obtain Netsuite subsidiary id
    • Other accounting software
  • Setting up payments
    • Setting up Stripe
    • Setting up Authorize.Net
    • Setting up QuickBooks Payments
    • ACH - Direct bank integration
    • Setting up Braintree card processing
    • Setting up Cybersource card processing
    • Other payment service providers
  • Setting up Invoice reminders
    • Quick step by step Tutorial
    • Sample Email reminder rules
    • Setup Email Templates
    • Using the default Invoice Reminder
    • Rule creator UI
    • Sending an invoice reminder manually
  • Setting up Automated statements
    • Quick step by step tutorial
    • Sample Statement rules
    • Enabling Default Statement Automation Rules
  • Setting up Auto/Recurring payments
  • Inviting customers to your Billing portal
    • Quick Video Tutorial
    • Inviting customers automatically
    • Inviting customers manually
      • Invite customer using self registration link
    • Multi customer account access
  • Manual Collections
    • Track Invoice opens/Email opens
    • Adding Collection Notes
    • Share files with your customer
      • Link Shared files to invoice
    • Allocating follow up tasks manually
  • API integration
  • How customers pay you
    • From within email using saved card/bank acct
    • Through Customer Portal
  • Branded Customer portal
  • Miscellaneous
    • Managing customer access
  • Advanced settings
    • Using your own Email Server
    • Credit Card surcharge and Late fees
    • IMAP settings
  • FAQ
    • Email Payment Link Errors
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  1. Connecting PayorCRM to your Accounting Software
  2. QuickBooks Desktop

Data sync

PreviousQuickBooks DesktopNextFAQ - QB Desktop Setup/Sync

Last updated 17 days ago

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Deletion of invoices are not synced . We recommend either of the below approaches in-case you would like to delete an invoice

  1. Void the invoice on QB . Ensure that the invoice is voided on PayorCRM by initiating a manual sync and then delete the invoice on QB

  2. Delete the invoice on QB . On PayorCRM go to "Invoices view" (Auto-collect) - Select invoices you would like to Void - Click on "More" - "Void invoices"

Payments Sync

Any payments made within the app will sync to QuickBooks Desktop. The transaction details will appear under the 'Undeposited Funds' account, and the corresponding invoices will be marked as closed. (See example below.)

Transaction data synced
Transaction data synced