Mark a cash receipt already synced

Use Mark already synced when a received payment has already been entered in QuickBooks outside FlowerBuddy. This records that the receipt has been handled without creating another QuickBooks invoice or payment.

Before using this option, check the existing records in QuickBooks. Marking a receipt already synced is not a way to create missing accounting records.

Open manual confirmation

1. Open Accounting > Cash Receipts.

2. Select Review for the received payment.

3. Check the event, payment, amount, and selected FlowerBuddy client.

4. Select Mark already synced.

You must select a FlowerBuddy client. Unlike a new sync, this confirmation does not require that client to have a linked QuickBooks customer.

Add optional record references

The Already synced section has two optional fields: QuickBooks invoice ID (optional) and QuickBooks payment ID (optional). Add these if you want FlowerBuddy to keep links to the existing records.

These are QuickBooks record IDs, not the invoice number or payment reference displayed on a document. Open the existing record in QuickBooks and use its txnId value from the browser address. For example, if the address contains txnId=148, the record ID is 148.

Leave a field blank when you are not adding that reference. Do not enter a guessed ID.

Confirm the receipt

Select Mark synced. FlowerBuddy records the receipt as already synced and removes it from the workspace list of receipts awaiting review. In the receipt's accounting details, Recorded by distinguishes Marked already synced from Synced by FlowerBuddy.

For a payment that has not yet been entered in QuickBooks, use Review and sync a cash receipt instead.