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Overview

Payment sync handles payments that QuickBooks has already applied to the synced invoice. Manual matching covers the rest: a wire or check recorded in QuickBooks that isn’t applied to the invoice, so Salesbricks has no way to tie the two together on its own. Rather than guess, Salesbricks surfaces the candidate payments it found on that customer in QuickBooks and lets you pick the right one.
Matching and unmatching are each enabled per account. Reach out to Salesbricks Support if you don’t see them.

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Where to find it

Both live on the invoice list on a customer’s Billing & payments page, and on a subscription’s billing tab.

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Match a payment

1

Open the matches

Choose Match payment, either from the Likely matches card or from the invoice’s actions menu.
2

Review the invoice

The modal shows the invoice you’re matching against, so you can confirm the amount before linking anything.
3

Pick a payment

Under Potential matches, select the QuickBooks payment that belongs to this invoice. Each row shows its QB Payment ID, Paid date, Ref #, Memo, and Amount.
4

Apply it

Choose Apply payment. Salesbricks records the payment against the invoice and links it to the QuickBooks transaction, so the payment card in the billing table links straight back to QuickBooks.

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What counts as a candidate

Salesbricks lists the payments on the buyer’s QuickBooks customer that aren’t already linked to a Salesbricks payment for that buyer. That means the invoice has to be synced to QuickBooks and the buyer has to have a linked QuickBooks customer. Without both links there is nothing to search against, and no card appears.

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Unmatch a payment

If a payment was applied to the wrong invoice, open the invoice’s actions menu and choose Unmatch payment, then confirm. Unmatching:
  • Removes the payment from the Salesbricks invoice.
  • Leaves the payment untouched in QuickBooks.
  • Excludes that QuickBooks payment from future auto-matching for that invoice, so the next sync won’t put it back.
The invoice returns to its unpaid state and offers Match payment again, so you can apply the correct payment.
Payments collected through Stripe cannot be unmatched here. Reach out to Salesbricks Support if one needs to be undone.

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Troubleshooting

| Potential cause | Resolution | | --- | --- | | The payment was deleted or voided in QuickBooks after the list loaded. | Reopen the modal to refresh the candidates. | | The invoice is no longer synced to QuickBooks. | Re-sync the invoice, then match again. |

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