If your organization has been moved to the new QuickBooks Sales Receipt posting method, this article explains what’s changing, why the change was made, and what you can expect when viewing transactions in QuickBooks.
Let’s Learn
In this article, you’ll learn:
What’s Changing
With the new posting method, eligible transactions are posted to QuickBooks as Sales Receipts.
Previously, transactions were posted using the previous QuickBooks transaction-posting method. With the new method, FrontStream uses the Sales Receipt transaction type to record completed transactions in QuickBooks.
This means you may notice a different transaction type when reviewing new FrontStream transactions in QuickBooks after your organization has been migrated.
Note: The change affects how transactions are recorded in QuickBooks. It does not change the underlying transaction processed through FrontStream.
Why We Made This Change
The new Sales Receipt posting method provides a more standardized way to record completed transactions in QuickBooks.
Using QuickBooks' Sales Receipt transaction type helps provide a clearer representation of completed payments and supports a more consistent transaction-posting and reconciliation workflow.
What You Need to Do
No action is required from your organization to enable the new posting method.
FrontStream manages the migration on the platform side. Once your organization has been migrated, eligible new transactions will automatically follow the Sales Receipt posting method.
You do not need to manually create Sales Receipts for these transactions.
What to Expect After the Migration
After your organization is migrated:
New eligible transactions will be posted as Sales Receipts in QuickBooks.
Sales Receipts are generated automatically as part of the FrontStream transaction-posting process.
You may notice that new transactions look different from transactions posted before the migration.
Your existing QuickBooks configuration does not need to be changed solely because of the migration, unless otherwise communicated by FrontStream.
Common Questions
Q: My historical transactions look different now — did something change with old data?
The new posting method is intended for transactions posted after your organization has been migrated.
Historical QuickBooks transactions are not automatically recreated as Sales Receipts simply because your organization has been moved to the new posting method.
If you notice unexpected changes to historical transactions, review the transaction details in QuickBooks. If you need additional assistance, contact FrontStream Support.
Q: My transactions are posting twice since the migration.
If you notice duplicate transactions after the migration, first check whether the entries represent the same transaction and whether they were created using different posting methods.
Avoid manually deleting or reposting the transactions until the posting behavior has been reviewed.
When contacting FrontStream Support, provide the affected transaction details, including the transaction amount, date, and QuickBooks transaction information, so the issue can be investigated.
Q: Where did the QuickBooks Sales Receipt come from? I didn't create this manually.
This is expected.
Once your organization has been migrated to the new posting method, FrontStream automatically generates the QuickBooks Sales Receipt as part of the transaction-posting process.
You do not need to manually create a Sales Receipt for transactions posted through the new method.
Q: Do I need to change my QuickBooks settings?
No. The migration is managed by FrontStream, and no additional action is required solely because your organization has been moved to the new posting method.
If a configuration change is required for your specific QuickBooks setup, FrontStream will provide separate instructions.
Need Help?
If you have questions about a transaction posted after the migration or notice unexpected posting behavior, contact FrontStream Support, select Submit a Request, and provide the affected transaction details. Our team can review the transaction and help determine the appropriate next steps.
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