To sync invoices properly with QuickBooks Desktop (QBD), an order should meet some requirements:

  1. 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.

Click on Edit button, to change the order's price.

Input the order's Payment Information to sync invoices properly with QBD.

2. 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 (if a QuickBooks customer the same as Shipper/Customer name, there should not be any character, symbols and etc). Therefore, always Edit an order and Review the Shipper/Customer name field before syncing an invoice.

3. 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?
It is so easy. Just open your QuickBooks Desktop, Go to Lists menu, select Customer & Vendor Profile Lists and select Terms List. Then, there hit CTRL+N or click on Terms, then New to add a new Payment Terms on QBD.

ALL of these requirements should be met when you send an Invoice to QBD and mark the order as paid on QBD.

And remember - you can send an Invoice and mark an order as paid on QBD. Just click to the Options menu of an invoiced order:

If you need Help or further assistance, please contact Support chat on the bottom right of the screen.

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