Credit Memos - GL Connect

With GL Connect (ConnectWise and QuickBooks Online), FlexPoint supports the syncing of credit memos from ConnectWise to QuickBooks Online.

When a credit memo is created in ConnectWise and the status is closed, the credit memo will sync to QuickBooks Online and will be "Unapplied". 

Frequently Asked Questions

Question	Answer
What configuration is this available on?	The credit memo sync is only available with GL Connect. This is applicable with ConnectWise and QuickBooks Online.
What is the value of the credit memo sync?	When you create a credit memo in ConnectWise, FlexPoint will automatically sync it to QuickBooks Online.
Is there a setting in FlexPoint I need to enable to use this feature?	Yes! Click here to learn more.
If I create a credit memo in ConnectWise, will it automatically sync into FlexPoint?	Yes, credit memos will automatically sync into FlexPoint as long as the status is closed and the feature is enabled in FlexPoint.
I need to sync a credit memo, it is urgent. Can I manually force a sync?	Yes, click here to learn more.
Can my clients apply a credit memo to an invoice in FlexPoint?	Not at this time. Credit memos must be applied to an invoice in QuickBooks Online.
If I apply a credit memo to an invoice in QuickBooks Online, will my client see that?	The clients open balance will be reduced and visible. As an example, the invoice total is $10.00. You apply a $5.00 credit memo to the invoice in QuickBooks, the open balance in FlexPoint will go from $10.00 to $5.00.
Sometimes I manually import invoices into FlexPoint. Can I use that same feature to import credit memos?	No. Credit memos can only be imported on the "Credit Memo" screen in FlexPoint.