Editing and Deleting Payments with the QuickBooks Online Integration

Modified on Thu, 23 Mar, 2023 at 6:10 PM

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

NOTE: When a payment is created in Actionstep and pushed through to Quickbooks Online, a link is created between the two transactions. This link would previously have prevented users from making any changes to that payment without first having to unlink it. This is now no longer the case for editing or deleting a payment, which makes the process for both now much easier.

Editing a Payment

You can now 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.

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 now delete a payment provided that you are in an Actionstep system linked to Quickbooks Online, on any product plan, where invoice payments are synchronized with Quickbooks Online, where 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

Now, the following additional fields have been added to payments. This has been done to 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