Finalize the draw. The invoice is already in your books.
Vinclo pushes finalized invoices to QuickBooks Online so nobody re-keys a draw. It creates the customer and the job when they do not exist yet, and tells you when something fails.
TimePushed from VincloCreated in QuickBooksResult
21:42Invoice DRW-0003Maple Ridge Subdivision Ph.2Invoice, Tamarack Homes : Maple Ridge Ph.2Posted
21:42Holdback invoice HB-0001St. Clair Retaining WallInvoice, St. Clair owner : Retaining WallPosted
21:41Credit note CM-0002Dundas St W Sidewalk RenewalCredit memo, City of Mississauga : Dundas St WPosted
21:40Client Tamarack HomesFirst invoice for this clientCustomer, plus a job for the projectCreated
20:15Invoice DRW-0011Greenfield Park Splash PadTax code not mapped for this clientFailed
Direction Vinclo → QuickBooks OnlineLast sync 21:42
Sample data. Projects, people and vendors shown on this page are illustrative.
Three documents make the trip.
Draw invoices, holdback invoices and credit memos. They post when the billing period is finalized, carrying the same numbers your client received.
Invoice DRW-0003 · Maple Ridge21:42
Holdback invoice HB-0001 · St. Clair Retaining Wall21:42
Credit memo CM-0002 · Dundas St W21:41
Customer: Tamarack Homes · job created21:40
Customers and jobs are created for you.
A client in Vinclo becomes a customer in QuickBooks. A project becomes a job, as a sub-customer under that client, so job revenue lines up in both systems.
In VincloIn QuickBooks
Clients become customers
Tamarack HomesClientTamarack HomesCustomer
Region of PeelClientRegion of PeelCustomer
Projects become jobs under them
Maple Ridge Subdivision Ph.2ProjectTamarack Homes : Maple Ridge Ph.2Sub-customer
Concession Rd 4 WatermainProjectRegion of Peel : Concession Rd 4Sub-customer
Map your QuickBooks codes once.
Each client in Vinclo is marked taxable or exempt. You map each treatment to one of your own QuickBooks tax codes once, and every invoice for that client posts with that code.
Client tax treatment in VincloTax code in QuickBooks
- Taxable
- HST ON
- Exempt
- Not mapped
An invoice for a treatment with no mapping fails and waits in the failed-items list.
When a push fails, you hear about it.
Failed items collect in one list, each with the reason and a retry. Vinclo notifies you when a sync fails or the QuickBooks connection drops, so a missing invoice is not discovered at month end.
ItemWhy it failed
Invoice DRW-0011Greenfield Park Splash Pad · 20:15Tax code not mapped for this client's tax treatmentRetry
Credit note CM-0003Hwy 7 Culvert Replacement · 19:02QuickBooks connection had expiredRetry
Notifications sent
To S. Langille · 20:15
To S. Langille · 19:02
Where it stands today
- The sync runs one way, from Vinclo to QuickBooks Online. Nothing is read back.
- Expenses and timesheets do not sync. Hours leave Vinclo as a payroll CSV.
Works with
Stop re-keying draws. See one post itself.
We'll finalize a sample draw and watch the invoice arrive in QuickBooks Online.
Request a demo