To ensure your QuickBooks invoices sync smoothly with Checkbook for Digital Payments, allow up to 5 minutes after completing setup or creating new invoices for the automated processing to complete.
For reliable processing of Digital Payments, ensure your invoices follow these setup requirements:
- Include a valid recipient email address in the QuickBooks profile for each check recipient.
- Verify that the recipient's email address is distinct from the sender's account email.
- Keep invoice totals within your account's Sending Limits.
For successful delivery of physical mailed paper checks, ensure your payments adhere to these best practices:
- Provide a complete and valid physical mailing address for the check recipient.
- Ensure invoice amounts remain within active account Sending Limits.
Integration Details: Payments generated through the QuickBooks Online (QBO) plugin automatically sync to Checkbook. Note that synchronization runs one way from QBO to Checkbook, and integration is supported specifically for QuickBooks Online.