Connect and Manage QuickBooks Sync in FlowerBuddy
Set up automatic invoice syncing and manage QuickBooks settings for your events
Summary
This article explains how to connect your QuickBooks account to FlowerBuddy and configure your sync settings. You’ll learn how automatic syncing works, how invoice and due dates are determined, how to sync existing events, and how to manage QuickBooks settings both globally and per event.
Instructions
Connect QuickBooks to FlowerBuddy
Go to Workspace Settings.
Open the Third Party Integrations tab.
Select QuickBooks.
Click Connect to QuickBooks.
Choose Default Sync Settings
Decide whether new events should automatically sync to QuickBooks once they reach a Booked, Completed, or Cancelled status.
Note that Inquiries and Proposals do not sync.
Invoices are only created in QuickBooks after an event becomes Booked.
Configure Invoice Date Settings
Choose the Invoice Date in QuickBooks:
Set it to the invoice creation date (the date the event becomes Booked in FlowerBuddy), or
Set it to the event date.
Choose the Due Date for the invoice:
Match it to the final payment due date in the FlowerBuddy event, or
Set it to the event date.
Sync Existing Events
Enable the option to sync existing events if needed.
Select a date range based on the event date.
Review the summary showing:
Total events in the selected date range.
How many are Booked or Completed and will create invoices.
How many are not yet Booked or Completed and will not create invoices until their status changes.
Click Show Events to view the list of included events.
Complete the Connection
After confirming your settings, click Connect to QuickBooks.
Complete the QuickBooks authentication process.
You will be returned to FlowerBuddy with a confirmation message.
Manage QuickBooks Settings After Connecting
Return to the QuickBooks integration page in Workspace Settings at any time.
Update the same sync and date settings you configured during setup.
Enable sync for existing events using a new date range.
Re-sync all existing events.
Disable sync for existing events.
Disconnect your QuickBooks account if needed.
When disconnecting, choose whether to delete invoices created by FlowerBuddy in QuickBooks or leave them in place.
Manage QuickBooks Sync for an Individual Event
Open the event in FlowerBuddy.
Go to the Details tab.
Scroll to the QuickBooks Sync section at the bottom.
Enable or disable sync for that specific event.
View the current sync status.
Open the related QuickBooks invoice if one exists.
Re-sync the event if needed.