Applies to: ConnectWise Manage, Xero and QuickBooks Online
In order for invoices to move to the accounting package with the correct due date, the Billing Terms inside ConnectWise Manage need to be set up properly. Please note there are slightly different requirements between QuickBooks Online and Xero as outlined below.
How do I get there?
Inside ConnectWise Manage, navigate to System > Setup Tables > Billing Terms setup table
What do I do?
The setup requirements differ for each accounting package. Expand the instructions for the accounting package that you use.
In each Billing Term, set the Terms Cross Reference to the number of days that represents when the payment is due:
Once this entered, be sure to save the record. If you need to use special terms, such as ‘the 30th of next month’ please see this article: Terms XRef - Terms Construct for Days after EOM
First, locate the Terms in QuickBooks Online (Settings > All Lists > Terms) and open each Term to obtain each term name
In each ConnectWise Manage Billing Term set the Terms Cross Reference to the QuickBooks Online Term name.
- Security Permissions
- Integrator Login
- Accounting Package Setup
- Billing Terms Cross Reference
- GL Reload Status
- Invoice Search Views