Please Note: The following information is presented assuming your QuickBooks Online account has been connected and configured with Shopmonkey. If you still need to connect your QuickBooks Online account to Shopmonkey, please check out Set Up QuickBooks Online Integration to learn more.
Send Invoices to QuickBooks
Auto-Send Invoices
On the QuickBooks Settings page (Settings → QuickBooks), select the Invoices tab.
Manage your QuickBooks Invoice settings.
Auto-Send Invoices: Toggle on to automatically send invoices to QuickBooks when you convert them to an invoice in your shop
Send Invoice Info: Toggle on to include invoice info (estimate number, customer, vehicle) to message fields in QuickBooks. Select to share on invoices, statements, or both
Sync Invoice Numbers: Toggle on to keep Shopmonkey and QuickBooks invoice numbers the same
Check Send Status or Manually Send an Invoice
After you convert an estimate to an invoice, a QuickBooks tab will appear on the right-side panel of the work order. View the Status of the invoice in QuickBooks (Sent, Not Sent), Last Sent, and QuickBooks Invoice.
If you do not have auto-send invoices turned on, select Send to send the invoice to QuickBooks.
Out of Date Status
Does your QuickBooks invoice status say Out of Date? Once the invoice has been sent to QuickBooks, any changes made to the invoice will change the QuickBooks status to Out of Date.
If the auto-send invoices setting is turned on in your shop, Shopmonkey will automatically send the update to QuickBooks and the status will update to Sent when finished
If you do not have the auto-send invoices setting turned on in your shop, you will need to click the Update in QuickBooks button to send the changes over (if desired)
Auto-Send Payouts as Deposits
If you have Shopmonkey Payments enabled in your shop, you can control which QuickBooks asset account your Shopmonkey payouts will be sent to.
Enabling Auto-Send Payouts as Deposits allows you to decide where your payment transaction fees will be recorded and alleviates the need to manually record your fees separately from your deposits.
On the QuickBooks Settings page (Settings → QuickBooks), select the Payments tab.
Toggle on Auto-Send Payouts as Despotis. Select a Destination Account and an Expense Account.
Destination Account: Where deposits will be received
Expense Account: Where payment transaction fees will be added
Manually Send a Payout to QuickBooks
There are a few instances when you may need to manually send a payout to QuickBooks. A few examples:
A payout received before turning the Auto-Send Payouts as Deposits toggle on
An instance of a deposit discrepancy between Shopmonkey and QuickBooks
To manually send a payout to QuickBooks, navigate to Settings → Payments → Payouts. Select the payout and then select Send to QuickBooks as Deposit.
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