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OnTime requires that the company name of a customer exactly matches the customer name in QuickBooks. If a
match is not found, OnTime can create a new customer record. Keeping the names of customers consistent
between OnTime and QuickBooks can help to minimize duplicate customers.
Line items in invoices must be assigned to an Item in QuickBooks. OnTime creates a new service item in
QuickBooks that corresponds to the name of the price set that is assigned to each order. If the service item does
not exist in QuickBooks and OnTime creates it, it will automatically be assigned to the Other Income account in
QuickBooks. If the created service level should be assigned elsewhere, QuickBooks offers the option to
retroactively assign those transactions to the new account.
How to Export a Payment to QuickBooks
1.
Launch QuickBooks.
3.
From the Billing area in OnTime Management Suite, choose the Payments list.
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Open the desired file. The company’s file open in QuickBooks is the one that OnTime will connect with.
Select one or more invoices from the list, right click, and choose Post to QuickBooks.
A window will appear listing the payments selected to transfer. If the list is complete, click the button
labeled Send to QuickBooks.
If prompted, give OnTime permission to communicate with QuickBooks.
Answer any further onscreen prompts to ensure that all information is successfully copied to QuickBooks.
OnTime keeps track of payments that are transferred to QuickBooks and will issue an alert if the same payment is
sent multiple times. These alerts will not impede users from deleting payments within QuickBooks and reimporting those payments from OnTime.
The reference number in OnTime will be used as the payment number in QuickBooks. If desired, the payment
number may be changed in QuickBooks.
OnTime requires that the company name of a customer exactly match the customer name in QuickBooks. If a
match is not found, OnTime can create a new customer record for you. Keep the names of customers consistent
between OnTime and QuickBooks in order to minimize duplicate customers.
OnTime will automatically attempt to apply payments to invoices as you've specified; however, this is subject to
those invoices existing in QuickBooks so that the payment in QuickBooks can be applied correctly.
Customize the Information on QuickBooks Invoices
To customize the information that is put into invoices sent to QuickBooks via OnTime, utilize the Options button
as shown below:
OnTime User Guide. © 2015 Vesigo Studios.
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