Store Credit Now Syncs to QuickBooks

Hi there,

If you issue store credit to your clients and keep your books in QuickBooks, that credit now flows through automatically instead of being re-entered by hand.

What's New:

• Client store credit is created in QuickBooks as a credit memo automatically

• When a client applies their credit to an invoice, that credit application is sent to QuickBooks too

• If a credit is removed or reduced, the matching QuickBooks credit memo is voided or adjusted

• A background reconciliation keeps your QuickBooks credit balance matched to the balance in Rentopian when the two drift apart

• Payments that use a payment method already saved in QuickBooks now match to that existing method instead of creating a duplicate

How to Use It:

• Go to Settings → QuickBooks

• Connect your QuickBooks account if you have not already

• In the accounts section, choose an account in the new Account for store credit dropdown

• Save your settings — from that point on, store credit activity syncs on its own

Benefits:

• Your QuickBooks credit balances stay in step with Rentopian without manual entry

• Fewer duplicate payment methods cluttering your chart of accounts

• Cleaner month-end reconciliation, because credits and credit applications are already recorded

If you have any questions, please reach out to our team through the chat or by emailing [email protected].