The Quickbooks online sync was originally designed to help companies manage notary payments on their own, so the way it interacts with VendorPay may not be ideal. We leave the decision to use Quickbooks up to your company, but want to make sure you are aware of the integration's limitations. First take a look at how our Quickbooks integration works because it does not function differently when you are on VendorPay.
The limitations for using Quickbooks with VendorPay include the notary bill not being marked as paid on Quickbooks and the transaction on VendorPay shows as a lump sum versus itemized in Quickbooks. For more explanation, see below.
Snapdocs does not mark the notary bills as paid in Quickbooks
With VendorPay, Snapdocs is paying your notaries and the payment details are added directly to the order in Snapdocs. With the Quickbooks integration, payment status is only synced from Quickbooks into Snapdocs, not the other way around. If you are using the Quickbooks integration and VendorPay, you still need to manually add payment details to the notary bills in Quickbooks, as this information will not sync from Snapdocs.
Transactions come out of your bank as a lump sum on VendorPay
Snapdocs pushes individual transactions into Quickbooks. For each order it will push a notary bill and a client invoice. Payments to Snapdocs for VendorPay orders are for your notary fees and Snapdocs fees and the money is transferred in a lump sum. There is no way to itemize or separate your payments for VendorPay.