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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On this page
  • I cannot find newly added invoices or customers in the app
  • How do i manually sync data to fix any sync issues
  • What happens if I delete/have to delete an invoice in QuickBooks Desktop?

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  1. Connecting PayorCRM to your Accounting Software
  2. QuickBooks Desktop

FAQ - QB Desktop Setup/Sync

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Last updated 2 years ago

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I cannot find newly added invoices or customers in the app

This is most likely due to QuickBooks web-services application not syncing data to the app

To ensure that the sync is happening automatically ensure that

  • QuickBooks webconnector application is running in the background in your computer

  • Ensure that the current company file open in QB Desktop application is the one that you would like to be synced

How do i manually sync data to fix any sync issues

Click on PayorCRM option in the below screen and click on "Update Selected" button to manually sync.

Note - Please ensure that the correct company file that needs to be synced is open on QB Desktop before following the above step

What happens if I delete/have to delete an invoice in QuickBooks Desktop?

Deletions of invoice are not synced to PayorCRM due to limitations in QB Desktop sync API's. There are two ways to go about this

Void invoices on QB Desktop instead of deleting the invoice (recommended)

When an invoice is voided on QBD, The invoice amount as well as the due amount of the invoice is changed to $0. The invoice will then be automatically voided in PayorCRM system during the next sync

Void invoices on PayorCRM manually after deleting the invoice in QB Desktop

PayorCRM application also provides the ability to void invoices manually. Go to invoices view -> Select the invoice(s) to be voided -> Click on "Void invoices" button (see image below).

Important : After an invoice is manually voided on PayorCRM, Please make sure that the same invoice is deleted/voided on QB Desktop.