In Rotessa, there are a few ways transactions can be scheduled.
- Manually
- Bulk importing transactions from a CSV file
- Importing invoices through software integrations like QuickBooks Online, Xero, or Zapier.
Rotessa customers that are connected to QuickBooks Online can have invoices imported from QuickBooks Online. The process of importing invoices from QuickBooks Online into Rotessa can be done manually or imported automatically with automatic invoice import enabled.
Importing QuickBooks Online invoices into Rotessa manually
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Start on the customer tab in your Rotessa account and select new.
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Select new transaction.
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Then select integration.
- Choose the invoices you’d like to import. Rotessa will pull in any outstanding invoices that are in your QuickBooks Online account on or after the invoices from the date shown. Any invoices with a due date before the present day will be processed the next possible day.
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Select create new transactions.
Troubleshooting imported invoices
Invoices scheduled in Rotessa will not automatically update the invoice made in QuickBooks Online, unless automatic invoice import is enabled. If any changes need to be made, delete the transaction and re-import the invoice from QuickBooks Online.
An invoice will not be available for import if the customer is not properly connected from QuickBooks Online in Rotessa. If you are not seeing your QuickBooks Online invoices in Rotessa or getting the customer not connected error, edit the customer's custom identifier in Rotessa to match the customer name of the customer in QuickBooks Online.
Rotessa can not import any invoice that is already marked as paid or re-import any invoice that has already been imported or previously processed by Rotessa. If you have an invoice that was processed and declined, you will either need to manually create a new one-time transaction in Rotessa or import a new invoice from QuickBooks Online.
*Note - A transaction created in advance of the process date will have a status of future. A transaction can only be edited or deleted before the transaction has the status of Sent to Bank.