QuickBooks invoice mapping and sync

Problem Statement

You need to understand how invoice sync from Chargebee to QuickBooks Online works for voided invoices (synced as credit notes) and for tax-inclusive vs tax-exclusive invoices.

Solution

Tax-inclusive and tax-exclusive invoices

Chargebee syncs both tax-exclusive and tax-inclusive invoices to QuickBooks in a consistent way. The tax line is synced as a separate line item and appears on the invoice in QuickBooks. The behavior is the same for both tax types.

Sync voided invoices as credit notes in QuickBooks

You can turn on "Sync voided invoices from Chargebee as credit notes in QuickBooks" under Apps > QuickBooks > Manage Mapping.

Behavior when the option is off vs on:

| Scenario | Sub-scenario | Result | |----------|--------------|--------| | Option off | Create invoice → void in Chargebee → sync to QuickBooks | Invoice syncs to QuickBooks in Voided status. | | Option off | Create invoice → sync to QuickBooks → void in Chargebee → sync again | Invoice syncs to QuickBooks in Voided status. | | Option on | Create invoice → void in Chargebee → sync to QuickBooks | Invoice is not synced (skipped). | | Option on | Create invoice → sync to QuickBooks → void in Chargebee → sync again | A credit note for the same amount is created in QuickBooks; the invoice status in QuickBooks changes from open/payment due to Paid. |