QuickBooks
Send, import, and reconcile payments with QuickBooks
Match a JobBuddy receipt to the right QuickBooks customer/invoice/payment method and avoid duplicate or conflicting payments. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Accounting Admin, company admin.
- Connected QuickBooks
- accounting permission
- mapped customer/payment method
- compatible invoice reference where allocated.
Sales → Payments (#/payments) and related invoice; QuickBooks integration data/import pages
Send, import, and reconcile payments with QuickBooks
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Open the workspace
In JobBuddy, go to Sales → Payments (#/payments) and related invoice; QuickBooks integration data/import pages.
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Confirm access and starting state
Connected QuickBooks; accounting permission; mapped customer/payment method; compatible invoice reference where allocated.
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Complete the main setup
Review first export, linked invoice/customer, method mapping, import candidate matching, webhook refresh, external void/change, JobBuddy reversal, conflict status, duplicate prevention, and reconciling both systems before retry.
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Verify the result
Match a JobBuddy receipt to the right QuickBooks customer/invoice/payment method and avoid duplicate or conflicting payments.
Expected result: Match a JobBuddy receipt to the right QuickBooks customer/invoice/payment method and avoid duplicate or conflicting payments.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Connected QuickBooks; accounting permission; mapped customer/payment method; compatible invoice reference where allocated.
The result is incomplete or unexpected.
Customer/invoice linkage, method mapping, allocations, imported candidates, webhook changes, voids/reversals, stale references, and timing can produce duplicates or conflicts.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Match a JobBuddy receipt to the right QuickBooks customer/invoice/payment method and avoid duplicate or conflicting payments.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.