Make a Payment on Account and Sync with QuickBooks

All payments created in Pet Sitter Plus will be synchronized to QuickBooks.

Payment on Account

If a client makes a payment before any 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:

• Client Account - as an unapplied payment.
• Chart of Accounts - as Undeposited Funds.
• Chart of Accounts - in the Account Receivable Account.

Client Account

Payments on account also show as an Unapplied Payment in the relevant client account in QuickBooks.

Chart of Accounts

Two payments on account showing in the Undeposited Funds account in the Chart of Accounts.

The same two payments on account showing in the Accounts Receivable account in the Chart of Accounts.

Info: Further reading:
Sync your transactions with QuickBooks Online
Understanding the QuickBooks Integration
Sync your invoices with QuickBooks
Sync Voided Invoices with QuickBooks Online
FAQS: QuickBooks Online Integration