How to Integrate Credits in Armada with QuickBooks

You can apply and sync credits (refunds) through Armada’s QuickBooks integration to ensure your invoices stay accurate.

Step 1: Enable QuickBooks Integration

1. Go to Organization.
2. Make sure QuickBooks Integration is enabled.
3. In QuickBooks Invoicing Integration, set Refund under Items.

Step 2: Create the Order

1. Create a new order.
2. Add the deposit under Deposits and Fees in job details.
3. Add workers to the order.

Step 3: Process the Upfront Invoice

1. Go to the Invoices tab.
2. Select the Upfront Invoice for the order.
3. Approve and mark it as Paid.

Step 4: Approve Worker Hours

1. Return to the order.
2. Approve hours for all assigned workers.
3. Under Deposits and Fees, add your Refund.
4. Click Save.

Step 5: Review the Final Invoice

1. Go back to the Invoices tab.
2. Select the Invoice for your order.
3. You will see the refund subtotal reflected.

✅ This process ensures deposits, refunds, and credits are properly captured and synced with QuickBooks for accurate financial tracking.