VeritableRollQUICKBOOKS ONLINE + VERITABLEROLL
Membership invoices connected to QuickBooks Online.
Match billing customers, export agreed invoices and reconcile payment status without turning the accounting ledger into the membership register.
Implemented and contract-tested. Production activation requires the association’s QuickBooks company, approved mappings and an authorised reconciliation test.
What the connector covers
- Match or create a billing customer with a stable source reference.
- Export invoice number, amount, currency and agreed tax treatment.
- Store provider identifiers and versions so retries do not create duplicates.
- Bring payment status back to the related membership invoice.
Data exchanged
Billing contact name and email, invoice reference, amount, currency, tax treatment and payment state. Renewal evidence, CPD records and branch-only information stay outside the accounting connector.
Activation and acceptance
- Approve the QuickBooks company and field map.
- Send one representative authorised test invoice.
- Reconcile values, tax, identifiers, retry behaviour and disconnection in both systems.