Quickbooks Online (QBO) Integration (Internal)

Accounting/Billing updates

QBO Integration (Application to QuickBooksOnline):

• When a Line Item becomes due
• When a a Client pays for a Line Item
• When a Line Item is paid for with Brokerage Credits
• When an Onboarding Fee is paid

Zapier (Stripe to QuickBooksOnline):

• When an invoice for Credit is sent to a Brokerage
• When an invoice for Credit is paid for by a Brokerage
• When invoices for Cancellation Fees are paid
• When a TC is paid out of the app