Sending joint and phased invoices to QuickBooks Online

When you send joint and phased invoices from Core to QuickBooks Online, it creates multiple invoices in QuickBooks Online by default, depending on the number of projects or phases on the invoice. Those invoices in QuickBooks Online have the same invoice number and client. However, if you want to send a joint or combined invoice to QuickBooks Online, you can use the option Send joint invoices as single invoice to QuickBooks in Integrations > QuickBooks > QuickBooks Sync Detail > Sync Settings > Send under the Invoice drop-down. Additionally, for phased invoices, you have the option to associate the combined invoices in QuickBooks Online to the Client, Parent Job, or Top Level Job.

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Sending non-phased joint invoices to QuickBooks

If you have projects without phases in Core that share a common client, you can create a joint invoice for these projects.

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Projects without phases

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Joint invoice created for the projects without phases

You can send such a joint invoice to QuickBooks Online as a single, combined invoice by checking the Send joint invoices as single invoice to QuickBooks option. The invoice gets tied to the client (i.e., customer) in QuickBooks Online. Note that the Associate joint invoice with option has no affect in this case.

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Combined invoice synced to QuickBooks Online

Sending phased invoices and phased joint invoices to QuickBooks

If you have phased projects in Core, you can create a phased invoice (or a phased joint invoice) for these projects.

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Phased project

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Phased joint invoice created for the phased project

You can send such a phased joint invoice (or a normal phased invoice) to QuickBooks Online by checking the Send joint invoices as single invoice to QuickBooks option. Additionally, you need to set the Associate joint invoice with option to specify whether the combined invoice in QuickBooks Online gets tied to the Client, Parent Job, or Top Level Job.

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Association set to Parent Job

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Combined invoice synced to QuickBooks Online

Note: The Associate joint invoice with option is not available when the Send joint invoices as single invoice to QuickBooks option is un-checked (this option is unchecked by default).

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