Sending retainer invoices to QuickBooks

Retainer invoice is not an A/R transaction. When you receive a retainer payment from a client, it hits your liability account. So Core transfers it to QuickBooks Online as a liability when you receive the payment.

Core can send the below payment types to QuickBooks Online when you sync your payments:

  • Retainer funds or payments received from customers
  • Retainers used on customer invoices
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