Pushing records from the Billing Report to your Quickbooks online account

Here are some scenarios and rules when we push records from the Yeti Billing Report into Quickbooks Online.

How to create an invoice in QuickBooks using Yeti

The first scenario involves sending records without an invoice number to Yeti and pushing them to Quickbooks online. Below is an example

Splitting a current invoice into more invoices

The second scenario involves resending records to your Quickbooks online account by adding different invoice numbers. In this case, choose the records you have already sent but with the same Quickbooks ID, and then enter the number of different invoices. When pushing records, the Quickbooks ID, which was previously unique to each record sent, will appear separately.

The example below shows four records with the same Quickbooks ID “556”, that means that they have already been pushed. Now, two records were set with the invoice “Yeti500” and the other two with “Yeti700”. The “Yeti500” invoice continues with the original Quickbooks ID, and the “Yeti700” invoice appears with a new Quickbooks ID when pushed.

Quickbooks online after pushing the record:

Quickbooks ID after pushing the record:

Replacing all information in an invoice

The third scenario involves replacing an invoice already sent to your Quickbooks account online. As an example, you have two records for the invoice “Yeti700” that shows Quickbooks ID “557”. If you place the same invoice number for another record that has not yet been sent to Quickbooks online, it will update the invoice with only that record.

Yeti screenshot before pushing the record

Quickbooks screenshot before pushing the record

Yeti screenshot after pushing the record

Quickbooks screenshot after pushing the record

Adding Information to an existing invoice

The fourth scenario involves sending a record with the invoice “Yeti123”, but forgetting to insert another record. You can place the same invoice for the other record in this case. Select in Yeti the invoice record “Yeti123” that has already been sent to Quickbooks online and re-send it. These two records will appear with the invoice “Yeti123” in Quickbooks.

Yeti screenshot before pushing the record

Quickbooks screenshot before pushing the record

Yeti screenshot after pushing the record

Quickbooks screenshot after pushing the record

Change Invoice Number

The fifth scenario is that you may want to rename an invoice that you have already sent to Quickbooks online and push it back once the invoice number is updated. Here is an example

Yeti screenshot before pushing the record

Quickbooks screenshot before pushing the record

Yeti screenshot before pushing the record and renaming the invoice number

Yeti screenshot after pushing the record

Quickbooks screenshot after pushing the record

Splitting one invoice into Two or more invoices

In scenario six, if you sent one or more records to Quickbooks with the same invoice number, you can also separate them into more invoices so they appear separately in your Quickbooks account.

In the example below, the two records were sent with the invoice “Yeti800”, which meant that two different invoices would appear in Quickbooks when selecting the two records in Yeti and renaming one of the records to “Yeti222”.

Yeti screenshot before pushing the record

Quickbooks screenshot before pushing the record

Yeti screenshot before pushing the record and renaming the invoice number

Yeti screenshot after pushing the record

Quickbooks screenshot after pushing the record

Merging invoices

The seventh scenario is the exact opposite of scenario six. In this case, you sent Quickbooks two records with different invoice numbers, but you want them to be one. In this case, rename the invoice number on the Yeti and send it again. An old invoice will show up as “Voided” with a zero value.

Yeti screenshot before pushing the record