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
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
Invoice deletions are not synced to PayorCRM for older accounts. (Please reach out to us if you would like to enable deletions sync for older accounts.) For new PayorCRM accounts, you may continue to delete invoices within QB Desktop.
There are two ways to go about removing invoices for older accounts.
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.
Last updated
