How to Manually Sync an Invoice to QuickBooks

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Whether you are syncing Zoey Orders or Invoices to QuickBooks Online will determine which grid you can sync from.

If your Invoice did not sync over due to an error and you believe you have resolved the error, you can navigate to either Orders > Order List or Orders > Invoices List, select a record using the checkbox, then click Bulk Actions > Create Invoice. This will give you a success or error message if there is still an error preventing the sync.

How to Manually Sync a Payment to QuickBooks

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The invoice must have been synced to QuickBooks before you can sync the Payment.
Make sure the invoice synced by checking the QuickBooks details on the Order.

If your Zoey Payment did not sync over to QuickBooks to mark that invoice as paid, you can manually sync the Payment.

In Orders > Invoices you will select the invoices for which you want to sync the payment. Check the boxes to select the Invoices. Then open Bulk Actions to click on Apply Invoice Payment (Max 5).

The payment for each invoice will sync to QuickBooks Online and update the Invoice in that system.

Manually Link an Invoice Between QuickBooks Online and Zoey

Zoey Invoices can be manually linked to existing QuickBooks Online Invoices from the Zoey Order. This is useful when the invoices already exist in both systems but are not currently associated.

Link the Invoices

Open the affected Zoey Order.
Select the QuickBooks tab.
Locate the Zoey Invoice in the QuickBooks information drawer.
Confirm or enter the QuickBooks Invoice ID.
- If a QuickBooks Invoice has a Document Number matching the Zoey Invoice number, Zoey may automatically fill in its Invoice ID.
- Otherwise, open the invoice in QuickBooks Online. Its ID can typically be found in the URL. For example, txnId=123456 indicates a QuickBooks Invoice ID of 123456.
Select Link QuickBooks Invoice to Zoey Invoice.
Refresh the Zoey Order page.
Reopen the QuickBooks tab to confirm the invoices are linked.

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Enter the QuickBooks Invoice ID, not the Invoice Document Number. Manually linking the invoices will not create a new QuickBooks Invoice.

Apply an Existing Payment

If the Zoey Invoice already has a payment that needs to be applied to the newly linked QuickBooks Invoice:

Go to Orders > Invoices.
Find and select the affected Zoey Invoice.
Open Bulk Actions.
Under QuickBooks, select Apply Invoice Payment.

Zoey will send a request to apply the existing Zoey Invoice Payment to the linked QuickBooks Invoice.