Editing and Deleting Payments with the QuickBooks Online Integration

This article explains how you can edit and delete payments in Actionstep and how these changes are pushed through automatically into QuickBooks Online.

Editing a Payment

You can edit a payment provided that that you are a user in an Actionstep system linked to QuickBooks Online, on any product plan, where invoice payments are synchronized with QuickBooks Online, where no Actionstep 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 Actionstep, then the corresponding fields are updated in QuickBooks Online.

* Trust transaction editing is NOT permitted in Actionstep.

Deleting a Payment

You can delete a payment, provided your Actionstep system is linked to QuickBooks Online and invoice payments are synchronized with QuickBooks Online. Additionally, you can delete a payment as long as no Actionstep 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 Actionstep, then the payment is deleted in QuickBooks Online.

* Deleting payments for invoices paid from Trust is only allowed in US Actionstep systems.

Additional Fields Added in the QuickBooks Online Integration

Currently, Actionstep 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