​

QuickBooks Integration for Transcription Jobs

​

Managing a Transcription Job (Options Menu)

• Update Payment
  • Options: Idle, Pending, Completed, Generated At, Due By, QBO Invoice ID.
  • Allows the manager to manually add a QBO invoice and adjust the job’s payment status.
• Pull from QBO
  • If a QBO invoice is present (or after adding an invoice ID), you can automatically pull the current invoice status from QBO and update the job.
• Link QBO Invoice
  • Similar to Pull from QBO, but starts by adding a QBO invoice ID.
  • The system will fetch the invoice status from QBO and update the job.
• Send Invoice Email
  • Sends an email related to the job containing the relevant QBO billing details.
• Download Invoice
  • Retrieves the latest invoice directly from QBO.

​

Transcription Job Payment Detail Panel

• QBO Invoice ID
  • Options to copy the ID, open invoice in a new window, or download the invoice.
• Payment ID
  • Displays the related payment ID if a payment has been made by the customer.
• Status
  • Shows the current status of the invoice (e.g., pending, paid).
• Generated At
  • The date when the invoice was generated.
• Due By
  • The date when the invoice is due.
• Paid At
  • The date when the invoice was paid.
• Customer Connection
  • Displays if the customer is connected to a QBO account.
• Worker Connection
  • Displays if the worker(s) are connected to QBO accounts.

​

Key Points for Managers

• Invoices can be managed directly within transcription jobs.
• Statuses remain synchronized with QBO when updated.
• Both customer and worker accounts can be linked to QBO for complete financial tracking.