If you already have existing customers in QuickBooks, we’ll need to link them with the corresponding customers in Hyperline. Our support team is available to assist you with this process during onboarding.
When you connect your QuickBooks account, Hyperline automatically sends invoices with their complete details (including line items details).
By default, only invoices and customers created after the connection date will sync. If you need to push older data to QuickBooks, please contact our support team.
Hyperline supports 3 modes of synchronization for payments:
no synchronization: payments are not synchronized with QuickBooks.
from Hyperline to QuickBooks: payments created in Hyperline are automatically created in QuickBooks and associated to the corresponding invoice.
from QuickBooks to Hyperline: payments created in QuickBooks are automatically created in Hyperline, and the status of the invoice is updated accordingly.