Invoices are pushed to Quickbooks Online via a one-way integration. An invoice will be pushed when one of the following occurs:

  • The invoice is marked as finished

HCP

QBO

  • The invoice is sent to the customer

HCP

QBO

  • The invoice is marked as paid

HCP

QBO

If multiple buttons are pushed throughout the job lifecycle (e.g. the job is marked finished and then is paid at a later date), the first trigger (finished in this example) will push the invoice over to QuickBooks and create a link between the HCP and QBO invoices. Then all following triggers, such as entering payment or sending the invoice, will update that same invoice via the link moving forward.

Note: You can also manually push an invoice over to Quickbooks. Review this article to learn more!

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