QuickBooks® Desktop Payments Sync Redesign

The QuickBooks® Desktop Payments Sync process has been redesigned to provide greater flexibility and accuracy when synchronizing customer payments between Results and QuickBooks Desktop.

What's New?

  • Redesigned Payments Synchronization – The QuickBooks Desktop Payments Sync process has been redesigned with an updated synchronization framework.
  • Enhanced Payment Matching – The updated synchronization logic provides more reliable matching of payment records, helping ensure payments are correctly associated with their corresponding invoices and customers.
  • Improved Synchronization Performance – The redesigned process streamlines payment synchronization, reducing manual intervention and improving the efficiency of ongoing sync operations.

Why This Matters?

  • More Accurate Financial Data – Improved payment matching helps maintain consistency between Results and QuickBooks Desktop, reducing reconciliation issues.

  • Reduced Manual Effort – The enhanced synchronization process minimizes the need for manual corrections and payment adjustments.

  • Improved Reliability – The redesigned architecture delivers a more dependable synchronization experience for customer payments.

  • Improved Workforce Accessibility – With simple browser-based access using the /TS endpoint, employees can quickly access the Timesheets Portal whenever they need to enter their hours.

Expanded User Permissions and Key Utilities Access

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Streamlined Refund Processing in Results Payments Integration

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Generate Payment Links for Deposits

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Who’s Working Module Enhancements

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Pricing Group Items Data Manager

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Activity Assignment Notifications

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Complete Job & Schedule Remaining Work

The new Complete Job & Schedule Remainder option allows users to manage Activities after job completion and before all planned work is performed by completing the current Activity and automatically...

View Project & Sales Order Activities Directly in the Calendar

Users can now visualize scheduled Activities with the new Show in Calendar option in the Projects and Sales Orders Activities Grid, with quick access to the Calendar View to see Activities enabled...

Submit Deposit Payments to QuickBooks Desktop as Sales Receipts

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Generate T&M Invoices Directly from Sales Orders

Results makes it easier to create Time & Material (T&M) Invoices directly from Sales Orders. With the new Generate T&M Invoice from SO option, users can generate an invoice based on the...