Katana x QuickBooks integration allows creating invoices in QuickBooks based on Katana Sales Orders with a single click of a button.

When you have connected your QuickBooks account to Katana, you can see a new "Invoice" column in the "Sell" screen in Katana.

Selecting "Create invoice" for a Sales Order will create a matching invoice in QuickBooks. The "Invoice" status will change to "Invoice created QuickBooks".

The value of the transaction will be recorded on the QuickBooks account you selected during the initial connection of QuickBooks to Katana.

Note: Invoicing status cannot be reverted back to "Not invoiced" in Katana. You need to delete the invoice in QuickBooks, which will also revert the status in Katana. Reflecting the status back to Katana might take a few minutes.

Clicking on the status will direct you to the relevant invoice in QuickBooks.

Data between QuickBooks and Katana is matched as follows:

Sales order #-Will not be synced to QuickBooks.
-Invoice numberInvoice number is assigned automatically in QuickBooks based on your QuickBooks settings.
CustomerCustomerCustomers are matched based on email.
If matching e-mail does not exist, then Katana will check whether the customer has been matched before and tries to match the customer based on a matching ID (hidden from the user).
If ID match does not exist, then Katana tries to match the customer name to the customer display name in QuickBooks.
Customers that do not have a match in QuickBooks are created automatically.
Created date--
Delivery deadline--
-Invoice dateThe date of creating the invoice in QuickBooks.
-Payment termPayment term data does not exist in Katana. Customer's payment terms are added to the invoice in QuickBooks automatically. If a new customer is created in QuickBooks, then your default QuickBooks payment terms are applied.
Line itemLine itemSales Order line items in Katana will be added as invoice line items in QuickBooks. Products are matched based on SKU. Products that do not exist in QuickBooks are created automatically. Any values of existing products are not overwritten in QuickBooks when products are matched.
Price per unitRate-
Tax %Tax rateAssigned to the line item in QuickBooks based on the tax rate mapping defined during the initial connection of QuickBooks to Katana.
-Payment statusPayment status does not exist in Katana, this is not synced.

All invoices in QuickBooks are created as "Tax exclusive".

Deleting invoices

You can only delete invoices in QuickBooks.

Either navigate to the "Sales" section in QuickBooks and find the relevant invoice on the list or click on the "Invoice created QuickBooks" status for a specific Sales Order in Katana to open the respective invoice in QuickBooks.

When you delete an invoice in QuickBooks that is created via Katana integration, the "Invoice" status for the related Sales Order is reverted back to "Not invoiced".

Note: It might take up to 15 minutes for the "Invoice" status to update in Katana after deleting the invoice in QuickBooks.