How to Sync and Update Invoices with QuickBooks in ARTERNAL

Learn how to sync and update invoices between ARTERNAL and QuickBooks, and manage payment statuses and tax settings with ease.

Written by Yujia Zheng
October 17, 2024

Table of contents

• Syncing an Invoice
• Payment Status
• Tax on the Invoice
• Other Sync Considerations

Sync and update an invoice from ARTERNAL to QuickBooks in a few simple clicks. Once your QuickBooks account is connected, you'll see a new Sync to QuickBooks action button on ARTERNAL's transactions page. Use this button to sync an ARTERNAL invoice to QuickBooks.

Syncing an Invoice

1. Sync from the Transactions Page:

   • On ARTERNAL's Transactions page, click the Sync to QuickBooks button to sync an invoice.

• You'll receive notifications at the top of your screen showing the sync’s progress.

2. Syncing from the Invoice Page:

   • Inside the invoice, you'll also see a Sync to QuickBooks button in the top-right corner.

   • Important: Ensure a contact is attached to the invoice before syncing.

3. Updating Synced Invoices:

   • If an invoice has already been synced, you can update it by syncing again.

   • The invoice page will show the last synced date.

Payment Status

• If an invoice is marked as paid in QuickBooks, press the Sync button in ARTERNAL again to update the payment status. ARTERNAL will then reflect the latest payment status from QuickBooks.

Tax on the Invoice

• If tax is applied to the invoice, ARTERNAL will prompt you to choose the appropriate QuickBooks tax agency based on the shipping address.

• If you're unsure how to add a tax agency, click the Find out how to add it link in the popup.

Other Sync Considerations

• Sync Failures: In case of a sync failure, reach out to our support team for assistance.

Frequently Asked Questions (FAQ):

Q: How do I connect or disconnect my QuickBooks account?
A: Go to Settings > Integrations to connect or disconnect your QuickBooks account.

Q: If I make changes in the QuickBooks invoice, will it update in ARTERNAL?
A: Yes, you will need to re-sync the invoice to reflect those changes in ARTERNAL.

Q: Do I need to add a contact to the ARTERNAL invoice to sync with QuickBooks?
A: Yes, a contact must be attached to the invoice before syncing.