The follow is a list of Pet Sitter Plus client information and financial transactions that are transferred to QuickBooks Online during the "Sync" process.
TABLE OF CONTENTS
- Client creation
- Client information updates
- Service Items
- Invoices
- Voided Invoices
- Credit Notes
- Debit Notes
- Tips
- Write Offs (associated with invoices)
- Payments
- Refunds
Client creation
Only basic client information is synchronized:
A new client record is only created in QuickBooks when the first financial transaction has been added to the client record in Pet Sitter Plus and then synced to QuickBooks. |
Client information updates
Updates to basic client information listed above will happen after you change / amend client information in Pet Sitter Plus and synchronization has occurred with QuickBooks Online. |
Service Items
Service items are created and stored in QuickBooks Online when they are first synced from Pet Sitter Plus. Service Items are then stored as a Product/Service and can be used to create customized service reports in QuickBooks Online. |
Invoices
Invoices created in Pet Sitter Plus are recreated in QuickBooks Online following synchronization and include the following detail:
Note: Invoices with a zero value are automatically excluded from the sync queue due to there being no financial transactions that require integrating into QuickBooks. Invoices are recorded in the : Chart of Accounts
Client Account
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Voided Invoices
The voiding of an invoice in Pet Sitter Plus has the same function and meaning in QuickBooks. In both systems, voiding an invoice reduces the balance of payments outstanding on a client account by the value of the original invoice. Voiding removes the invoice in Pet Sitter Plus. The services remain on the Order so you can make edits, and create a new invoice. If an invoice in Pet Sitter Plus is voided, on the next synchronization the equivalent invoice in QuickBooks will also be voided. Voided invoices are recorded in the: Chart of Accounts
Client Account
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Credit Notes
Credit notes are fully supported by the Pet Sitter Plus QuickBooks Integration. For pet sitting businesses that invoice in advance of service using Pet Sitter Plus, credit notes are typically used when services are cancelled. Credit Note representation: Pet Sitter Plus
QuickBooks
The financial outcome of a debit note has the same effect in each system, but the representation/display of a credit note is different. |
Debit Notes
Debit notes are fully supported by Pet Sitter Plus QuickBooks Integration. For pet sitting businesses that invoice in advance of service using Pet Sitter Plus, debit notes are typically used when the value or services are increased for whatever reason. If an invoice in QuickBooks has already been paid in full, then a debit note synchronized from Pet Sitter Plus will have the effect of creating a further outstanding amount that will need to be settled by the client. Debit Note representation: Pet Sitter Plus
QuickBooks
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Tips
A tip added to an invoice in Pet Sitter Plus is shown as a line item on the invoice in QuickBooks. If the tip is subsequently deleted, then it is also deleted in QuickBooks. Tips are recorded as non-taxable items in both systems. When synced, the tip is then added onto the relevant invoice in QuickBooks. |
Write Offs (associated with invoices)
If you are not going to be paid for a portion of an invoice (for example the amount outstanding has become a bad debt), then Pet Sitter Plus supports an invoice write off function where you can write off the amount owing. Write offs are a common accounting function and a means by which to write off bad debts from your set of financial accounts. The Pet Sitter Plus / QuickBooks Integration supports write offs. Simply process a write off in Pet Sitter Plus in the normal way and it will be processed as an equivalent write off in QuickBooks. In QuickBooks, write offs synchronized from Pet Sitter Plus are recorded in the following locations in QuickBooks: Chart of Accounts
Client Account
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Payments
All payments created in Pet Sitter Plus will be synchronized to QuickBooks. 1. Payment on Account. If a client makes a payment before an invoice has been created, this is called a payment on account. Payments on account that are recorded in Pet Sitter Plus will be synchronized to QuickBooks as follows. Payments on account are recorded in the: Chart of Accounts
Client Account
2. Payment allocated to an Invoice When a payment has been applied to an invoice in Pet Sitter Plus it will be synchronized appropriately in QuickBooks. Payment allocation, plus subsequent de-allocation and re-allocation in Pet Sitter Plus is supported. This means that if you change the payment allocation in Pet Sitter Plus, then the changes you make should be accurately reflected in QuickBooks when next synced. Payments allocated to invoices are recorded in the: Chart of Accounts
Client Account
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Refunds
Refunds are fully supported by the Pet Sitter Plus QuickBooks Integration. Unallocated payments of any kind can be refunded to a client. Supported functions
Refunds created in Pet Sitter Plus are recorded in QuickBooks in the following way: Chart Of Accounts
In the client account
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Info: Further reading...
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