Stax Bill offers a robust one-way integration with QuickBooks Online to help make your accounting tasks easier, faster, and less prone to error. It synchronizes the following items:
- Charge Reversals
Some notes about the integration:
- Stax Bill synchronizes each Customer record individually, along with its invoices, payments, etc.
- Each invoice is synchronized to a single line item called "Stax Bill Charges"; Stax Bill does not synchronize individual charges/products at this time.
- Refunds are shared as updates to the original payment, not a separate payment activity.
- During configuration, you can choose each ledger with which Stax Bill will synchronize its entities. You can use these ledgers in QuickBooks to easily find and manage Stax Bill entities and combine them with other items you may already have in QuickBooks.
- Stax Bill does not automatically manage earned revenue in QuickBooks Online. When an invoice is synchronized, its entire value (net of taxes) is placed in your chosen Deferred Revenue ledger. You can use Stax Bill's reports to retrieve a total earned revenue at the end of each month, which you can then enter manually as a journal entry in QuickBooks if you wish.
- If you connect and then fully disconnect a QuickBooks account with Stax Bill, all of Stax Bill's links to entities in the QuickBooks instance will be removed. If you reconnect the account, these entities may be resynchronized (depending on your options) back to QuickBooks, thus possibly creating duplicates. Therefore, the connect/disconnect workflow should be used with extreme caution and should only typically be used if you wish to completely disable the Stax Bill integration from QuickBooks Online.
- No resync operations are available, so any missed entries will need to be manually added to QuickBooks Online.
- Stax Bill cannot write to Closed periods, which will affect the previously mentioned refund behaviour.
- To get the most information, if an invoice fails to be sent, the retry attempt will skip the invoice number, as the most common invoice sync failure is a duplicate document number.
For more information about configuring your QuickBooks Online integration, click here.