One Plan Fits All

With QuickBooks Desktop RECUR360 uses the QuickBooks Web Connector to facilitate the synchronization of data. With QuickBooks Online RECUR360 integrates directly through the QuickBooks Online Web API.

• After signing up for RECUR360 the very first step is to connect your account to your QuickBooks Desktop via the QuickBooks Web Connector or to provide your QuickBooks Online login credentials and approve RECUR360 as a QuickBooks Online App.
• RECUR360 then syncs in the following lists (Customers, Items (Non-Inventory Products, Services, Other Charges), Sales Tax Codes, Sales Tax Items, Classes, Locations (QuickBooks Online) and Sales Reps (QuickBooks Desktop)).
• When a recurring Invoice and/or Payment is generated in RECUR360 a matching Invoice and/or Received Payment is posted into QuickBooks in the Invoices or Received Payments module.
• Each transaction posted to QuickBooks is appended with the RECUR360 Transaction ID in the Memo field so that you can Search for RECUR360 transactions inside of QuickBooks.
• When an Invoice is being posted into QuickBooks, QuickBooks will generate an Invoice # and then during the sync that Invoice # will be written back into the RECUR360 Transaction as a cross reference so that QuickBooks Invoice #'s are searchable in RECUR360.
• If you add/modify a Customer in QuickBooks, during the next Sync those additions or modifications will be written to RECUR360.
• If you add/modify a Customer in RECUR360, during the next Sync those additions or modifications will be written to QuickBooks.
• If you update an Invoice in QuickBooks that was originally generated by RECUR360 by adjusting the Balance Due, applying a Received Payment or applying Credit Memo, the balance due will then be written back to RECUR360 for that transaction during the next sync. This allows you to continue to receive and apply payments in QuickBooks or make changes to transactions and make RECUR360 aware if there is still a balance due or not.

There is no limit to the number of customers or transactions you can have in RECUR360.

RECUR360 will still process the Invoice and post it to QuickBooks. The Customer will be emailed the Invoice and state that the Payment Failed. The Invoice will show under Reports for Invoice Errors and have a Process Payment now button for you to try and reprocess the payment at a later date.

RECUR360 has multiple email templates that you can customize the verbiage on. The intent is to keep them very simple. If you need to send a more elaborate email or template you can generate and email that from QuickBooks.

If you disconnect your QuickBooks Desktop or Online data file from RECUR360 all Customers, History and Recurring transactions will be deleted from our system.

RECUR360 has a Prorate option on every Recurring Invoice. This allows you to Prorate the Price on the Items for the remainder of the Current month and process an invoice on the day you set it to Start, then on the next Renewal date it will process the full amount on the items.