Sync the event invoice with QuickBooks

QuickBooks Sync sends the event invoice to a connected QuickBooks company and reports the connection and invoice status on the Details tab.

This section appears when the workspace has access to QuickBooks event-invoice sync.

Prepare the connection

If the section says to connect QuickBooks, open Workspace Settings > Integrations > QuickBooks and complete the connection there. Return to the event after the workspace connection is ready.

Before enabling sync, confirm that the event's client and invoice information identify the intended QuickBooks customer. A booked event with sync enabled can create its QuickBooks invoice automatically.

Enable and review sync

1. Open the event and select Details.

2. Expand QuickBooks Sync.

3. Turn on QuickBooks sync.

4. Review QBO Invoice Total and QBO Last Synced after synchronization completes.

5. Use View invoice in QuickBooks when FlowerBuddy provides the external invoice link.

The event remains the place to manage its FlowerBuddy pricing and invoice settings. QuickBooks is the connected accounting destination.

Resync the invoice

Select Resync in QuickBooks when the connection is enabled and the external invoice needs the current FlowerBuddy information. Wait for the completion message, then review the invoice total and last-synced time.

If the resync fails, use the error shown by FlowerBuddy to correct the connection, customer attribution, or event data before trying again.

Disable sync

Turning sync off opens Disable QuickBooks Sync? and asks what to do with the external invoice:

• Keep Invoice disables future FlowerBuddy sync but leaves the existing QuickBooks invoice in place.

• Delete Invoice disables sync and requests deletion or voiding of the QuickBooks invoice.

Deleting the external invoice can also remove or disconnect QuickBooks payment records tied to that invoice. Confirm the accounting effect in QuickBooks before choosing it.

QuickBooks Sync requires event edit access and a connected QuickBooks company.