Using 3rd Party CRM systems

I have two clients using 3rd party CRM systems (Service Trade & Service Titan) when we import the paid invoices over in QBO and then mark them as paid, they are causing an overstatement of income. The payments appear in the bank register as do the deposits coming in from the bank account. Is anyone familiar with the proper method to import them and not cause the income to be inflated?

Answer

Thanks for visiting us here in the Intuit Community, david,

QuickBooks integrates with hundreds of third-party software developers. 

When it comes to integrating transactions, it would be best to contact the third-party application provider since the transactions that sync into your QuickBooks Online account depends on the transactions shared from the third party app.

They can guide and walk you through on how to handle importing transactions.

If there’s anything else you need help with in importing transactions, feel free to reach back out. Have a great day!

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