First navigate to the Settings area by clicking on your company name in the upper right, then select Settings.
In the gray navigation area on the left, choose QuickBooks Automations.
Invoices
Automation Preference
Disabled - ProRata will not pull over invoices from QuickBooks
Semi-automated - ProRata will periodically check for new invoices in QuickBooks but subscriptions and revenue will have to be imported manually in ProRata.
Automated - ProRata will periodically check for new invoices and when possible, import subscriptions and revenue into ProRata.
Date Preference
ProRata will try to determine the start date of the subscription using various fields from QuickBooks.
Manual - You will need to manually enter the start and end dates in ProRata.
Service date then invoice date - ProRata will look for the Service Date and use it for the start date. If the service date is not present, ProRata will use the invoice date.
Service date then due date - ProRata will look for the Service Date and use it for the start date. If the service date is not present, ProRata will use the due date.
Invoice date - Always use the invoice date
Due date - Always use the due date
First of next month - It will always use the first of the month following the invoice date.
Parse description - ProRata will look at each line item for dates in the format of: (m/d/yyyy , d/m/yyy , m-d-yyyy , d-m-yyyy or 1-Jan-2017) . The first date found will be the start date and the second will be the end date.
Sales Receipts
Automation Preference
Disabled - ProRata will not pull over invoices from QuickBooks
Semi-automated - ProRata will periodically check for new sales receipts in QuickBooks but subscriptions and revenue will have to be imported manually in ProRata.
Automated - ProRata will periodically check for new sales receipts and when possible, import subscriptions and revenue into ProRata.
Date Preference
ProRata will try to determine the start date of the subscription using various fields from QuickBooks.
Manual - You will need to manually enter the start and end dates in ProRata.
Service date then sales receipt date - ProRata will look for the Service Date and use it for the start date. If the service date is not present, ProRata will use the sales receipt date.
Sales receipt date - ProRata will always use the sales receipt date.
Credit Memos & Refund Receipts
Automation Preference
Disabled - ProRata will not pull over invoices from QuickBooks
Semi-automated - ProRata will periodically check for new adjustments in QuickBooks but adjustments must be applied manually.
Automated - ProRata will periodically check for new adjustments and when possible apply them automatically.
Application Period
Adjustments must be applied over a period of time to an existing subscription.
Match subscription period - The adjustment will be applied over the same period as the subscription.
Service date through period end - The adjustment will be applied starting on the service date and through the end of the period for the chosen subscription.
Default Type
There are two types of adjustments: adjustments and churn. Churn should be selected if a customer cancelled the subscription and you would like to mark that subscription as churned.
Churn Date
Default date to use for churned subscriptions.
Service date then transaction date - ProRata will look for the Service Date and use it for the start date. If the service date is not present, ProRata will use the transaction date.
Transaction date - ProRata will always use the transaction date.
Additional Options
Automatically skip transactions on or before
If set, ProRata will "Skip" any transaction with a date on or prior to the selected date.
Click Save when your done!