Sync Trigger

How invoice sync with QuickBooks is triggered in HCP

Salem H. avatar
Written by Salem H.
Updated over a week ago

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

QuickBooks Online

  • The invoice is sent to the customer

HCP

QuickBooks Online

  • The invoice is marked as paid

HCP

QuickBooks Online

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 QuickBooks Online 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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