Syncing Opportunities and Invoices with QuickBooks
When using RocketCRM with QuickBooks, it’s important to understand how opportunities, contacts, and invoices are synchronized.
Opportunities and Invoices
Multiple Opportunities for the Same Contact
If you create a second opportunity for the same contact, a new invoice will be generated for that contact in QuickBooks.Zero-Dollar Opportunities
If an opportunity has a value of $0, QuickBooks will not allow an invoice to be created. In these cases, no invoice will be pushed.
Contact Synchronization
Contact Only Option
If you select “Contact only”, only the contact record will be synchronized to QuickBooks. No invoice will be created.Unique Customer Names
QuickBooks uses the customer name as the unique identifier. If a customer with the same name already exists, RocketCRM will not attempt to recreate it.
Handling Existing Customers and Invoices
New Jobs for Existing Customers
If a customer already exists in QuickBooks and you create a new opportunity for them, a second invoice will be created under that existing customer.
Activity Logs and Auditing
QuickBooks Activity Log in RocketConfig
The QuickBooks Activity Log displays all customers, invoices, and payments that have been pushed to QuickBooks.This provides a full audit trail of communication between RocketCRM and QuickBooks.
You can review customer creation, invoice creation, and payment synchronization in one place.