To sync invoices properly with QuickBooks Desktop (QBD), an order should meet some requirements:
- An order MUST have payment information: Price AND Payment Terms.
If it is not complete, you MUST Edit and Input the Price and the Payment Terms fields within the Order.
- Super Dispatch ALWAYS tries to find a customer by the Shipper/Customer name of an order during sync. So if the Shipper/Customer name field of an order is EMPTY, Super Dispatch CANNOT create an invoice. But, if the Shipper/Customer field is complete AND a QuickBooks customer with that name does not exist, Super Dispatch will create a new customer. Therefore, always Edit an order and Review the Shipper/Customer name field before syncing.
- The selected payment term should exist in QuickBooks Desktop as a payment method. For example, if an order has the “7 days” payment term, and your copy of QuickBooks Desktop doesn’t have the “7 days” payment method, you should create it in QuickBooks first.
How to add a payment method?
ALL of these requirements should be met when you mark an order as paid on QBD.
And remember - you can mark an order as paid on QBD. Just click to the Options menu of an invoiced order: