One of the key aspects of Syngency's integration with QuickBooks is the data that is synced between the two platforms, particularly the updates that are sent back to Syngency once payments are entered in QuickBooks.

The diagram below summarises how this process works:

  1. The status of a booking is set to "Invoiced" in Syngency.

  2. An invoice to the client is created in QuickBooks.

  3. Bills are created in QuickBooks for each of the talent in the booking*.

  4. The invoice is sent to the client, either from QuickBooks, or from Syngency, with a link to the QuickBooks payment page included.

  5. The client pays the invoice using any of the supported online payment options QuickBooks offers.

  6. The accounts team reconciles the payment from the client in QuickBooks.

  7. Payments are made to each of the talent in the booking.

  8. QuickBooks updates Syngency, setting the booking status to "Closed", setting the booking's Payment Date to the payment date entered in QuickBooks.

  9. Payments are made to each of the talent in the booking. Once this is done, , and setting any related talent bills to "Awaiting Payment" in QuickBooks will update Syngency with the Payment Date and Payment Reference entered in Xero, and this information will populate the booking and talent's statement.

For a full tour of the Syngency + QuickBooks integration, watch our walkthrough video below:

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