This article explains how you can edit and delete payments in Actionstep Practice Management and how these changes are pushed through automatically into QuickBooks Online.
NOTE: When a payment is created in Actionstep Product Management and pushed through to QuickBooks Online, a link is created between the two transactions.
Editing a Payment
You can edit a payment provided that that you are a user in a Practice Management system linked to QuickBooks Online, on any product plan, where invoice payments are synchronized with QuickBooks Online, where no Practice Management lockout date is stopping payment editing/deletion and where the period the transaction occurred is in not locked out in QuickBooks Online.
When you edit an invoice payment (only non-Trust*) in Practice Management, then the corresponding fields are updated in QuickBooks Online.
* Trust transaction editing is NOT permitted in Practice Management.
NOTE: The corresponding fields will only be updated in QuickBooks Online IF they are among the fields mapped into QuickBooks Online for invoice payments.
Deleting a Payment
You can delete a payment, provided your Practice Management system is linked to QuickBooks Online and invoice payments are synchronized with QuickBooks Online. Additionally, you can delete a payment as long as no Practice Management lock-out date is stopping payment editing/deletion and where the period the transaction occurred is not locked in QuickBooks Online.
When you delete a payment (non-trust or trust*) in Practice Management, then the payment is deleted in QuickBooks Online.
* Deleting payments for invoices paid from Trust is only allowed in US Practice Management systems.
Additional Fields Added in the QuickBooks Online Integration
Currently, Practice Management pushes the following data to QuickBooks Online for payments:
- Customer
- Payment Date
- Deposit to account (bank account)
- Amount Received
- Invoice allocation
The following additional fields are available for payments. These options present more information on the payment pushed through to QuickBooks Online, which should make it easier for accountants working in QuickBooks Online to understand them and to see which matter the payment is associated with.
- Payment Method
- Matter Name
- Matter ID
- Memo/Note
Updated