Due to limitations of QuickBooks online, QBSync can only sync payments from TimeSolv to QuickBooks online at the client level. The following information provides information on allocating payments in QuickBooks online after they have been transferred from TimeSolv.
Single matter/project invoice
- After the payment has been transferred to QuickBooks online, double-click on the payment transaction listed under the client in Customer Center
- See screenshot below and modify the highlighted client name to include the matter/project/job name for which payments would be allocated
- On the lower left, select invoices for allocating payments.
Since the consolidated invoices are at the client level, just click on the payment and select invoices for allocating payments.