Invoice Sync Example
This example will show the flow of a transaction from Bizops to QuickBooks.
1) An invoice has been created for a Sales Order in Bizops:
2) The Invoice is finalized in Bizops. An invoice must first be finalized before it will sync.
3) Once the invoice is finalized, it will be synced the next time the Quickbooks Integrator is run. Depending on your setup, this will happen in the background automatically or you can manually sync pending invoices by selecting Invoices in the integrator. Additionally, you should sync payments and credit memos as well when syncing Invoices.
4) Once the invoice is synced, the sync status on the Invoice in Bizops will be updated to indicate when it was synced:
5) The invoice will post into Quickbooks after syncing:
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