Sometimes, you may wish to delay syncing invoices to QuickBooks for jobs that may have been accepted months prior to the actual work date. For this, we have added a new feature allowing you to stop the automatic sync process that happens when a proposal is signed and accepted in DripJobs.
1. Click on Company Settings
2. Click on Integrations
3. From the QuickBooks block, toggle ON > Stop Syncing ...
*This will turn OFF auto sync for all invoices going forward.
Previously created invoices will not be impacted.
4. Toggle is ON (Auto sync will stop)
5. Click on Save
6. New proposals will now have the Allow Invoice Auto Sync with Quickbooks toggle defaulted to OFF.
7. Open the invoice
*Once you are ready to sync the invoice with QuickBooks.
8. Click on Sync with QuickBooks
Your invoice should now sync to QuickBooks.
Having an issue getting the sync to go through? (See more here)
