However, if you want to delete the transaction, it will be permanently removed from your books. If you want to void the transaction, the record of this transaction will persist in QuickBooks but will not affect your books in any way. Since you have this in your customer's transaction list, you can delete or void this transaction or create a journal entry to offset the unapplied payment. Unapplied payments are credits you enter once you record a received payment without an invoice link to it. I'll share information about the unapplied payment in your transaction list. Thanks for getting back to this thread, Madison. Keep us updated if you have further questions besides using the payment link from an invoice. If you subscribe to QuickBooks Payments, here's an article to learn how to process payments in QuickBooks Online: Take and process payments in QuickBooks Online with QuickBooks Payments. If you want to continue using Acculynx to record invoices, you'll need to process payments outside QBO and record them manually using the Receive Payment transaction in QBO. Additionally, it can be helpful for you to subscribe to the QuickBooks Payment service, which enables you to create invoices in QBO and receive payments through the invoice email associated with your QBO invoice transaction. To resolve this, you'll need to remove the invoice transactions from QuickBooks Online. However, when your customer uses the QuickBooks payments link, the system will generate a sales receipt because there was no invoice host available for the payment link to connect with. I am also wondering how this works if I stop having invoices recorded from Acculynx, what happens when a customer makes one payment through QB payment link and another with a check? I will need to make an invoice in QB for the difference? It's very confusing.Īcculynx offers the feature to create an invoice that can be integrated with QuickBooks Online (QBO). If you want to change or delete it, you must edit the deposit it appears on and remove it first." Do I just need to delete the invoice that was transmitted from Acculynx? I thought we could go in to each customer and delete the auto-generated sales receipt but it's giving me an error that says, "This transaction has been deposited. It's throwing off our P/L and there are hundreds of customers we will need to go in and fix. The issue I am having is, any customer that pays via QB payment link, it's generating the sales receipt which is acting as an invoice (of sorts) when there is already an invoice (from Acculynx, see attached). Our typical process is to create an invoice in Acculynx and Acculynx records it in QB. I used QB Online in conjunction with Acculynx (our CRM).
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