As a default in the Quickbooks integration, your system will automatically enable all Pre-Need and At-Need Contracts to “Update Quickbooks on Save”. At this time, a customer-add and invoice-add command will be queued to push to QuickBooks until the Web Connector runs. Should wish to change your default contract push settings, for At-Need and/or Pre-Need Contracts, please visit the Miscellaneous Configuration in your Configuration Wizard.
Should you wish for a particular contract not to push to Quickbooks, there is a small checkbox on the contract screen to “Update Quickbooks on Save” that you can disable..
This checkbox also controls whether future amendments to this account (changes to the contract, payments etc) will push to QuickBooks or not. If you need to de-activate the integration for a particular contract after the invoice has already been pushed through to Quickbooks (for example, if you had to manually adjust something in Quickbooks), you can disable this box at any time to turn off the integration for this client.
Payments & Adjustments
Each time that a payment or an adjustment is made towards a contract, it too will be defaulted to “Update Quickbooks on Save” and be queued to push to Quickbooks until the Web Connector runs. Should you wish to disable a payment or an adjustment to be queued to push to Quickbooks, you may disable the “Update Quickbooks on Save” prior to saving.
Once the payment is saved, your payment and adjustment log on your Accounts tab will detail the Quickbooks status of each payment.
The Quickbooks integration works in a sequence that can often help you determine the cause of an error. The following is the order that item(s) are queued to Quickbooks:
1. Customer Add
2. Customer Modify OR Invoice Add
3. Invoice Modify or Payment Add
4. Payment Modify
The Quickbooks Log, found under System Settings > Arranging Director Admin > View Logs, will show you the record of all pieces of information that have been pushed (Queued) from FrontRunner to the Web Connector, as well as the status of the items pushing to Quickbooks after you have run your Web Connector.
QB Action = Action being made from FrontRunner.
CostomerAdd = New Customer (deceased) Add
CustomerMod = Previous Customer (deceased) Modification
InvoiceAdd = New Invoice/Contract Add
InvoiceMod = Previous Invoice Added being Modified
ReceivedPaymentAdd = New Payment Add
ReceivedPaymentMod = Previous Payment Add being Modified
ID = Unique ID code per Customer (deceased)
ID may also include if the particular QB Action is being made towards a Contract Add-On.
Who = Customer (Deceased) or Sub Customer (Buyer) Name
QB Status = Real time status of QB Action
Error Msg = Description of QB Action if QB Status was Errored
Queued = Time stamp QB Action was originally queued from FrontRunner
Processed = Time stamp the QB Action’s was updated from Web Connector
For assistance with troubleshooting your Quickbooks Log, visit Quickbooks Troubleshooting.
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