Configuration and synchronization procedures

Important notes:

• Invoices are generated at 6 AM Eastern Time (US & Canada) on the day of the month you selected.

• Yearly paid subscriptions can be mapped and synchronized to QuickBooks Online. 

• Unit Cost is synchronized.

• Unit Price is not synchronized. These values must be manually configured in QuickBooks Online.

• The integration can automatically generate invoices in QuickBooks Online or update existing invoices which are not sent and have a date that corresponds to the invoicing period.

  • If you choose to create invoices, the system will create invoices that contain Sherweb products in addition to your existing invoices (created manually or recurrently).

  • If you choose to update existing invoices in your QuickBooks Online, the integration will add Sherweb products to them and modify existing line items that contain a Sherweb product.

    • If you use recurring QuickBooks Online invoices, the integration will update them once they have been generated.

    • If you have more than one invoice for the same customer for the same billing period, the most recent invoice will be updated. 

1.In the partner portal, click Setup.

2.Click Billing Integrations.

3.Click Setup Connection in the QuickBooks Online tile.

4.Select the configuration options corresponding to your billing method. (Note that once saved, this option can no longer be edited).

5.Select Prorate licenses option, if desired.

6.Choose which day of the month you would like to generate the invoices in QuickBooks Online.

7.Click Save and Continue.

8. Click Connect.

9.Enter your email (or user ID) and password.

10.Click Sign In.

11.Select a company.

12.Click Next.

13.Click Start.

   14.In the Offer Mappings tab, if you want to synchronize an offer with QuickBooks Online, toggle on the Sync option.

15.Select the QuickBooks Online product/service that you want to associate with an offer.

16.When mappings are completed, click Save.

17.In the Organization Mappings tab, select a QuickBooks Online customer to combine with an organization in the partner portal.

18.In the dropdown, choose whether the system should create an invoice or modify an existing one in QuickBooks Online.

19.If you want to synchronize an offer, activate the Sync option.

20.When mappings are completed, click Save.

21.Before you bill in QuickBooks Online, make sure that you don’t have a synchronization error. To do this, click on the Status tab. If there are synchronization errors, they will be displayed in this window. If this is the case, correct them and do a manual synchronization by clicking Resync erroneous items.