How do I know an invoice or invoice payment has posted to QuickBooks?

Here is an easy way to tell if an invoice or invoice payment in DigitBridge has made its way to your QuickBooks account.

A quick way to tell if an invoice or invoice payment have posted to QuickBooks is to - in ERP - go to Sales > Invoice Processing. From the Invoice List, click Apply, and take a look at the QuickBooks Doc # column. Any invoice or payment that goes to QuickBooks has a number generated. If the column is blank, it is not in QuickBooks.

To send or resend an invoice to QuickBooks, select it and click Action > Resend to QuickBooks.

You will get a notification that this was successful and a QuickBooks Doc # will appear.