How to Set Up Invoice Ingestion Properly and Avoid Double Counting Sales

1. When you begin to create customers in QBO, see these help article to assist you with setting up invoices correctly so they properly flow through to Pocket:
   1. How do I create invoices in Quickbooks to send to my customers?
   2. In QBO, how do I set up Products/Services for invoicing my customers?
2. Review your mapping rules for any updates. For example, if you have previously categorized payments that your customers made to you (i.e. either via check deposits, ACH/wire deposits) to the account Sales of Product Income - Invoices and Cash, you should instead now use the Match Invoice feature in order to match the deposit to your bank account (cash inflow) to the corresponding invoice that was paid.
• Review all of your rules that map to Sales of Product Income - Invoices and Cash
• Review your monthly transactions that have been mapped to Sales of Product Income - Invoices and Cash. Update any transactions that represent invoice payments by selecting the Match Invoice (or Split Deposit) button, and match the payment to the corresponding invoice.  *Note - if you do not properly match, your Sales and Accounts Receivable will likely be inflated
3. Match Invoices - see this help article to assist you with using Pocket’s matching invoices feature: How to Match a Bank Deposit to an Invoice