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Process

A company can configure the Quickbooks import process in the following ways:
- Review first : only allow invoices, payments, etc. to be imported by Quickbooks after everything has been reviewed
- Import as soon as entered<html><span style=“color: red;”>Currently being implemented</span><html>: allow certain instruments, such as payments, to be imported by Quickbooks as soon as they are entered into Ranger

Terms

Finalized invoice: Someone has reviewed the invoice, decided that the total is correct, and locked out price changes by finalizing the invoice. Typically this is done on the invoice review screen.
Job payments: This is a payment that has been recorded on the Job Pricing tab in dispatch or on the Vehicle Processing tab in storage lot inventory. When recorded, it is implicitly applied to the job.
Account payment: This is a payment that is recorded on the Receive payments screen and it intended to pay one or more invoices.
Finished account payment: The account payment has been fully applied to one or more invoices, someone has reviewed the application of the payment, and chosen to finish the account payment, which locks out the ability to modify the applications or void the payment.

	Review first	Import as soon as entered
Invoices	An invoice will be imported by Quickbooks only after it is 1) finalized and 2) paid in full.	An invoice will be imported by Quickbooks after it is 1) finalized
Job payments	A job payment will be imported by QB when the invoice to which it is applied is imported.	A job payment will be: 1) imported by QB immediately during the next synchronization process, and 2) applied to the invoice only after the invoice has been imported by QB. These two operations could occur at different points in time.