Be sure to configure QuickBooks Automations first!
First time refresh
The first time you pull transactions from QuickBooks can take between a few minutes and up to an hour or longer depending on how many invoices, sales receipts, credit memos and refund receipts you have.
Click the Refresh button then grab a cup o' joe. You can periodically refresh your browser to see how many invoices, sales receipts, etc. have been imported.
Searching and sorting
You can search transactions by customer name or transaction number. You can also choose how to sort the results with the default being the most recently updated first.
Status
Pending - Transactions are considered pending until you either import or skip them.
Completed - Transactions will show up under Completed once they have been imported.
Skipped - You can skip transaction if you want to ignore them. You can always import them later.
Importing
Subscription- ProRata will try to match the subscription based on that customer's existing subscriptions of the same product type. If one hasn't been selected then you will need to choose one.
Dates - Choose the dates or date to apply the adjustment over.
Adjustment or Churn - Choose whether this is a general adjustment or if the customer cancelled their subscription and should be marked as churned.
Churn date - Choose the date this subscription churned.
Go ahead and click the Import button to import your selected items. You can go to the Customer and view details about the subscription.
Automated Mode
If you have chosen Automated in your settings then ProRata will use the rules you specified to try to guess all the fields needed to import your adjustment. In the event that ProRata could not import based on the rules, it will remain in Pending.
Skip
You can always skip a transaction you do not need to import into ProRata. If you need help skipping a large number of transactions please contact us for help.