Quickbooks void invoice flow

Modified on: Mon, 29 Aug, 2022 at 2:34 PM

This article covers 

How does the option “Sync voided invoices from Chargebee as credit notes in QuickBooks” on the Quickbooks Integration page work?


Solution


You can enable the  “Sync voided invoices from Chargebee as credit notes in QuickBooks” option under Apps > Quickbooks> Manage Mapping page.


Please find below how the sync works when the option is disabled vs when it is enabled.


Scenario

Sub scenario

Result

1. Sync voided invoices

from Chargebee as credit

notes in QuickBooks is off

1.1 Create an invoice →

void it in CB → Sync to QB

The invoice is synced to QB in

Voided status

1.Sync voided invoices

from Chargebee as credit

notes in QuickBooks is off

1.2 Create an invoice →

Sync to QB → void it in CB

→ Sync to QB


The invoice is synced to QB in

Voided status


2. Sync voided invoices

from Chargebee as credit

notes in QuickBooks is on

2.1 Create an invoice →

void it in CB → Sync to QB

Invoice will be skipped and

won't be synced.

2. Sync voided invoices

from Chargebee as credit

notes in QuickBooks is on

2.2 Create an invoice →

Sync to QB → void it in CB

→ Sync to QB


Credit Note with the same

amount as the invoice will be

created. Invoice status

change from payment

due/open to paid.



Related articles and Documentation

Configuring Quickbooks


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