QBO ↔ Scoro Quote-to-Cash Cheat Sheet (printable)

50%-deposit walk · ProMount by Vancomm (V2 entity) · deposit loop proven live 2026-05-26

The Walk (steps in order)

1	Michael	Create Project #3031, company #565, contact #566, product #4409 ($1.00).
2	Michael	Create Quote 3290 from the project. Add product, set Discount = `5`. Total $0.95.
3	Michael	Create Prepayment 128 (50% deposit → $0.50). UI-only to mint.
4	Worker	Path A: prepayment webhook → QBO deposit invoice + clickable `c_qbo_invoice_link` written back to Scoro. $0.50, QBO invoice 26.
5	Worker	Path B: QBO payment webhook → receipt posted to Scoro prepayment 128. Deposit reconciled (off Outstanding).
6–7	Michael	Pipeline: In Process → Ready to Invoice. No QBO touch.
8	Michael	Create final (balance) invoice in Scoro. Scoro credits prepayment, leaving balance.
9	Connector	Path C: `Invoices = From Scoro` syncs invoice to QBO. Customer pays via pay-link.
10	Connector	`Receipts = To Scoro` auto-marks Scoro invoice paid. Michael sets order to Shipped/Picked Up.

Project #3031 — QBO TEST Project

Company #565 — QBO Test Customer LLC

Contact #566 — QBO Test Buyer

Product #4409 — ZTEST-PLT-6X6-14-G $1.00

Quote 3290 (No. 5) — 5% disc → $0.95

Prepayment 128 (No. 2) — 50% → $0.50

QBO invoice 26 — deposit $0.50

QBO payment 27 — $0.50

QBO customer 9 — maps to Scoro #565

Custom field c_qbo_invoice_link (field_id 27)

Path A

Scoro prepayment webhook → Worker creates QBO deposit invoice → fetches Intuit pay-link → writes c_qbo_invoice_link back to Scoro prepayment.

✓ Live

Path B

QBO payment webhook → Worker posts receipt to Scoro prepayment (is_prepayment:1). Deposit off Outstanding.

✓ Live

Path C

Final invoice: Invoices = From Scoro connector syncs to QBO; Receipts = To Scoro marks paid. No Worker.

● Built; live walk pending