Invoices
The statement of goods and services from the case becomes an invoice in QuickBooks.
QuickBooks sync workflow
How a case becomes clean books without entering anything twice. FuneralHQ syncs with QuickBooks Online, so the case file and the ledger stay in agreement. QuickBooks Desktop is not supported.
What moves, and which way
- Invoices, from the statement of goods and services on the case
- Payments, posted against the matching invoice
- Customers, one per family, created without separate entry
- Nothing typed twice, in either direction
QuickBooks Online only. QuickBooks Desktop is not supported, and if you run it today we will walk through what moving would involve.
The five steps, start to synced
Follow one case from the arrangement to a reconciled set of books.
- 01
Arrange the case
Build the statement of goods and services on the case once, the way you already do during the arrangement.
- 02
Create the invoice
The statement becomes an invoice on the case, with the family recorded as the customer.
- 03
Sync to QuickBooks
The invoice and the customer record sync to QuickBooks Online. No re-keying, and no separate customer to create.
- 04
Post the payment
A card or ACH payment posts against the matching invoice, and the balance updates on the case at the same time.
- 05
Stay in agreement
Because the case and the books share the same synced records, month-end is a check rather than a rebuild.
What moves between the two systems
Payments
Card and ACH payments post against the matching invoice, so balances agree across systems.
Customers
Each family records as a customer in QuickBooks without separate data entry.
Watch the sync on a real case
In 20 minutes we invoice a sample case and watch the invoice, payment, and customer land in QuickBooks.