To make keeping your accounting records up to date easier, you can record payments for QBO Invoices in Canix.
Note: You must have already Created a Sales Order and Created QB Online Invoice for the Sales Order to be connected to QBO thus allowing you to Record Payment and have the payment track over to QuickBooks.
Before continuing, ensure your QuickBooks Online account is connected by following these steps.
Recording a Payment for a QBO Sales Order
- Navigate to Sales > Sales Orders select the Sales Order that you would like to record a payment for. This will open a screen on the right with the sales order info
- From the Payments section select Record Payment
- Input the amount, payment date, a payment reference number & payment method. You may also select a QuickBooks Deposit Account; however, if you do not select a deposit account when recording a payment in Canix, the payment will default to ‘Undeposited Funds’ in your QuickBooks account. Note: you may record partial payments in Canix & this will reflect in QuickBooks.
- Verify that all of the inputted information is correct and select Record.
Once successfully completed, you will notice a new payment added under Payments, with the date, reference number & amount paid.