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Linking Lacerte invoices with QB desktop customers

John Sr
Level 1

We have functioning QB desktop for our firm with Intuit Merchant services.  We've added Lacerte tax program for 2020 which creates invoices and sends them with an Intuit payment link. Payment does get linked to QB, but, as a E-file customer it creates.  How do we link the Lacerte activity to our QB customer list

 

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PolishTaxGuy
Level 1

Yes!   We are having the same issue!!  On the phone with Merchant services right now trying to figure it out.

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John Sr
Level 1

Merchant Services says it is a Quickbooks Desktop solution but every time we call them the call drops, even though we always give them our number to call back, they don't.  Yesterday, Quickbooks Support said it was a Lacerte support issue and this morning Lacerte said it was a Merchant Services issue.  So, that's a complete circle as I see it and no answer. 

We created a trial client, issued an invoice and paid it through our Merchant Services and when the payment processed back to the desktop and because we had not set up a customer with the same name, the desktop created a customer called E-Invoice Customer.

We will be running actual clients that are existing desktop Customers and believe that the two programs will talk to each other.

 

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