Ability to sync payments that occur in an open period when the invoice is in a closed period.

2 votes

Example: invoice is created on Jan 1 and syncs to QBO. Jan ends and books are closed on Feb 10. Customer pays invoice on Feb 20, payment is posted in invoiced. Currently this payment will not sync over to QBO, evidently because the invoice is in a closed period. However, the payment has occurred in Feb which is an open period. This is not prevented within QBO. After the Jan books close the unpaid invoice remains open and can have a payment posted to it without opening Jan. Currently we have to post all of these types of payments manually in QBO, and then address the error in invoiced. This is also the case with credits. This is particularly problematic for invoices created at the end of the month.

Existing Feature Suggested by: Marcia (26 May, '21) • Upvoted: 27 May, '21 • Comments: 2

Comments: 2

01 Jun, '21
Jared King Admin
"Sync payments to a closed period in QBO" (suggested by Nam Paul on 2021-05-27), including upvotes (1) and comments (0), was merged into this suggestion.
03 Jun, '21
Jared King Admin
Thank you for the feedback! The QuickBooks Online integration should already permit you to add payments to invoices in a closed period, as long as the payment date is outside of the closed period. In our own testing we confirmed that this was working as expected. If you continue to have issues with this functionality then please open up a support ticket.