Billing Invoices and Payments Received When You Use QuickBooks Integration

Enter billing invoices in Vantagepoint and the payments received for them in QuickBooks Online.

The following table identifies where you enter billing invoices and the payments received for them.

Action	Where You Perform the Action
Enter billing invoices in Vantagepoint.	Enter invoices in any of the following locations in Vantagepoint: Billing > Interactive Billing Billing > Batch Billing Transaction Center > Transaction Entry > Invoices For more information on the Billing application and how to enter billing invoices, see: Billing Enter Invoices in Interactive Billing Enter Invoices in Batch Billing Transaction Entry Overview Enter Billing Invoices in the Transaction Center History-Loaded Invoices When you first start using Vantagepoint, you may have billing invoices already entered in QuickBooks Online that are not yet paid. To enter these invoices in Vantagepoint without having them duplicated in QuickBooks Online when updating occurs between Vantagepoint and QuickBooks Online, enter the invoices in Utilities > History Loading. Billing invoices entered in History Loading do not get added to QuickBooks Online. Invoice payments from QuickBooks Online for invoices in Vantagepoint that were added using History Loading do not get applied in Vantagepoint. You must manually add these payments in Vantagepoint. For more information, see History Loading Utility.
Post billing invoices in Vantagepoint.	Post billing invoices in Transaction Center > Transaction Entry > Invoices. Here you post invoices that were entered in Interactive Billing, Batch Billing, and the Transaction Center. For more information, see Post a Transaction File. The next time that updating occurs between Vantagepoint and QuickBooks Online, the posted invoices from Vantagepoint are added to QuickBooks Online. In QuickBooks Online: You see the invoices in Sales. Each line item in a QuickBooks Online invoice is a summary of the invoice section from Vantagepoint. Any tax codes applied to an invoice in Vantagepoint display on the invoice in QuickBooks Online. The status of the invoices in QuickBooks Online is Not Paid.
Generate billing invoices to send to customers.	Generate and send billing invoices to customers from either Vantagepoint or QuickBooks Online. In Vantagepoint, you can print or email invoices in Interactive Billing and Batch Billing. In QuickBooks Online, billing invoices have summary lines and less detailed information than the invoices generated from Vantagepoint.
In QuickBooks Online, enter payments received for billing invoices.	Enter payments for billing invoices in QuickBooks Online in Sales. The next time that updating occurs between Vantagepoint and QuickBooks Online, the payments received for invoices are added to Vantagepoint. Payments are applied to invoices that were added in Interactive Billing, Batch Billing, and the Transaction Center. In Vantagepoint: View the payment status for invoices for each customer (client) in Hubs > Firms > AR Review. For more information, see View Invoice Detail in AR Review. View the payment status for invoices by project on the Invoices tab in Hubs > Projects. For more information, see Invoices Tab in the Projects Hub. View the billing history for each project in the AR Ledger in My Stuff > Reporting (an Accounts Receibable type report on the Reports tab). For more information, see AR Ledger Report. Partial Payments For invoices that are partially paid in QuickBooks Online, the partial amounts received are applied to the invoices in Vantagepoint when the updating occurs between QuickBooks Online and Vantagepoint. You see the payment changes in AR Review, the Projects hub, and in the AR Ledger report. The status of the invoice that you see in AR Review in Vantagepoint remains as Unpaid until it is fully paid. Overpayments In QuickBooks, invoice overpayments create negative AR amounts that can be applied in the future. These are updated in Vantagepoint and added as negative AR applied to the project (and not the invoice).
In QuickBooks Online, correct invoice payments received.	In QuickBooks Online, when you edit or delete payments received in Sales, the edits and deletions are sent to Vantagepoint the next time the updating occurs between QuickBooks Online and Vantagepoint. You see the payment changes in AR Review, the Projects hub, and in the AR Ledger report.
View and generate reports.	View and generate AR reports and statements in QuickBooks or Vantagepoint. View and generate project-related reports in Vantagepoint.