Al conectar QuickBooks Online a Rentman, puedes permitir que Rentman exporte tus facturas sin problemas, ya sea en un día determinado de la semana o mediante selección manual. En este artículo, te indicamos los pasos para conectarte correctamente y exportar facturas a Quickbooks.
Ver el estado de exportación y los comentarios de las facturas
You can confirm if your invoices have been successfully exported to QuickBooks by adding a column of Export Status and Export Remark.
Under the monetization_on Financial module, go to the Invoices module.
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Add the columns "Export status" and "Export Remark" to the overview.
Read how to add a column here -
In these newly added columns, you can see the status and remark of your invoices.
Export Status: Status of the invoice being exported to Quickbooks. Current statuses include: Not yet exported, Successfully Exported and Failed.
Export Remark: This column displays the error message explaining why your invoice export was unsuccessful.
Exclude specific invoice(s) from exporting
There may be certain invoices that you do not want exporting to QuickBooks for various reasons. In Rentman, you can easily identify and select the invoice(s) you do not want exported.
Go to the subfolder Invoices from the monetization_on Financial module.
Right-click on the invoice of your choice.
Select "Do not export to accounting software".
Re-export an invoice to accounting software
Want to re-export an invoice to Quickbooks for any reason? Here's how you can do so:
Go to the subfolder Invoices from the monetization_on Financial module.
Right-click on the invoice of your choice.
Select "Re-export to accounting software".
In order to re-export an invoice that has previously failed, you must enable this option again. If not, the invoice will not export at all.
Update the payment status of your Rentman invoices through Quickbooks
Invoices that are marked as paid in Quickbooks Online will automatically have their payment updated in Rentman. How it works:
Successfully export your invoice to Quickbooks Online.
You receive your payment and mark the invoice as paid in Quickbooks Online.
Your corresponding invoice in Rentman will be marked paid during the next automatic or manual export.