QuickBooks Invoicing & 2-Way Sync in ClubSoft

ClubSoft now supports a QuickBooks-first invoicing workflow for yacht clubs, sailing clubs, boat clubs, and marinas that want QuickBooks to remain their accounting source of truth while still using ClubSoft for online payments, member visibility, and operational workflows.

In this video, we walk through how ClubSoft’s QuickBooks invoicing integration allows clubs to create or sync invoices between QuickBooks and ClubSoft, email secure payment links, collect payments through Stripe, and write payments back to QuickBooks.

With this workflow, your club can:

Keep QuickBooks as the official accounting system
Sync QuickBooks invoices into ClubSoft
Create approved QuickBooks invoices from ClubSoft workflows
Show invoices inside the member portal
Send secure no-login payment links
Allow members and guests to pay online
Collect card or ACH payments through Stripe
Record payments back to the original QuickBooks invoice
Support guest payments and temporary assignment invoices
Keep invoice balances, sales tax, and accounting records clean in QuickBooks

This setup is ideal for clubs that already rely on QuickBooks for bookkeeping, reporting, taxes, and invoice records, but want the convenience of ClubSoft’s member portal, payment links, temporary assignment billing, and online payment collection.

ClubSoft helps preserve your existing accounting process while making it easier for members and guests to view and pay invoices online.

Learn more in the full guide:
https://clubsoft.co/docs/quickbooks-invoicing-in-clubsoft/

Видео QuickBooks Invoicing & 2-Way Sync in ClubSoft канала ClubSoft Yacht Club Manager Software