Data sync

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