> For the complete documentation index, see [llms.txt](https://help.flowerbuddy.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.flowerbuddy.co/reference/accounting/cash-receipts/review-and-sync-a-receipt.md).

# Review and sync a cash receipt

Review a received payment before FlowerBuddy creates its deferred-revenue invoice and linked payment in QuickBooks. Start on [Accounting > Cash Receipts](/reference/accounting/cash-receipts.md).

## Open the receipt review

Find the payment and select **Review** in its **Action** column. The **Cash Receipt Review** dialog separates the FlowerBuddy payment information from the QuickBooks information.

If the action instead opens the event or Accounts, first resolve the missing client or setup identified by the row's **Status**.

## Check the payment and customer

In the **FlowerBuddy** section, check the event, payment name, paid date, and amount. Select the event link if you need to inspect the original payment.

Choose the FlowerBuddy client that should be associated with this receipt. Check the linked QuickBooks customer. If the client is not connected to the correct customer, use the customer controls to choose an existing QuickBooks customer or create one. The [event customer instructions](/reference/event-page/accounting/choose-the-quickbooks-customer.md) explain this matching process.

Do not match solely by a similar name. Check that the selected customer is the one your business uses for this client's accounting records.

## Check the records to be created

The **QuickBooks** section shows the customer and the invoice and payment dates. Both dates use the payment's paid date.

Under **Objects to create**, FlowerBuddy shows:

* An **Invoice** for the receipt amount, using deferred revenue.
* A **Payment** for the receipt amount, linked to that invoice.

The [deferred-revenue settings](/reference/accounting/accounts/configure-deferred-revenue.md) determine the accounts and product/service used for this process.

## Sync the receipt

Select **Sync to QuickBooks** after checking the information. This creates records in the connected QuickBooks company. The button is unavailable until the receipt is ready, a FlowerBuddy client is selected, and that client has a QuickBooks customer connection.

After a successful sync, the receipt leaves the workspace's list of receipts awaiting review. Its accounting details remain available from the event. If an error appears, read it and correct the identified setup or data before trying again.

If the payment is already recorded in QuickBooks, do not sync it again. Use [Mark a cash receipt already synced](/reference/accounting/cash-receipts/mark-a-receipt-already-synced.md).