Configure standard invoice QuickBooks sync

Use the settings on QuickBooks to choose how standard invoice sync behaves for new events and which event dates QuickBooks uses. These choices apply to the standard invoice-sync mode, not Accounting Review.

The connection panel identifies Standard invoice sync before its workspace settings become available.

Choose the default for new events

Turn on Enable sync by default for new events when newly created events should start with their QuickBooks sync toggle on. When an event with sync enabled becomes Booked, FlowerBuddy creates its QuickBooks invoice. Leave the switch off when your team wants to decide event by event.

An event can still have QuickBooks sync enabled manually even when the workspace default is off. See Sync an event invoice with QuickBooks for the event-level control.

Choose invoice and due dates

Under Invoice Date Settings, choose an Invoice Date Source:

• Booking Date uses the date FlowerBuddy creates or books the invoice.

• Event Date uses the event date.

Choose a Due Date Source:

• Final Payment Due Date uses the event's final-payment due date.

• Event Date uses the event date.

Select Save Invoice Date Settings after reviewing the change. FlowerBuddy warns that changing these settings triggers a QuickBooks resync and updates existing synced invoices. Confirm only when the person responsible for your bookkeeping agrees with the change.