How Do Invoice Payments Transfer from QuickBooks to Contractor Foreman?

Contractor Foreman makes it simple to receive and track payments that originate in QuickBooks. In this article, we will walk you through the steps to record a payment in QuickBooks and how that payment syncs automatically into Contractor Foreman.

Step-by-Step: Receiving a Payment in QuickBooks

1. Open the Invoice
   Navigate to the invoice in QuickBooks for which you have received a payment.

2. Click on “Receive Payment”
   Locate the “Receive Payment” button.

3. Fill in the Payment Details
   In the Receive Payment window:

   • Select the Payment Method (e.g., Check, Credit Card, Bank Transfer)

   • Enter the Reference Number (optional but recommended)

   • Choose the Deposit To account

   • Set the Payment Date

   • Confirm the Amount Received

   • (Optional) Add a Memo for additional details

   • (Optional) Attach files/documents if needed

4. Save and Close
   After filling out all required information, click Save and Close.

Important:
Allow 5 minutes for the synchronization process between QuickBooks and Contractor Foreman to complete.

How Does the Payment Get Reflected in Contractor Foreman?

Before the payment has been made:

Once the sync has occurred:

• Use the Transaction Log in Contractor Foreman to verify that the payment was successfully imported.
  The Transaction Log is a powerful tool that allows you to quickly check the status of all recent transactions and ensure there are no errors.

• In Contractor Foreman, you can either:

  • Open the actual payment record, or

  • Open the invoice associated with the payment.

Invoice Record, Payments Sections

Payment Record

There, you will see that the payment details have come through successfully:

• Payment Date

• Payment Type

• Payment Note (the memo entered in QuickBooks)

• Payment Amount

• Status (marked as Verified)

Note:
Attachments added to payments in QuickBooks do not sync to Contractor Foreman.
Contractor Foreman currently does not support attachments on payment records.

Best Practices for Seamless Payment Sync

• Always verify your payments in QuickBooks are complete and accurate before saving.

• Use the Transaction Log in Contractor Foreman as your first step to check successful syncs.

• Remember that attachments will not transfer in PAYMENTS, so save important documents separately if needed.

• Regularly review both your invoices and payment records to maintain up-to-date project financials.