QuickBooks integration - Revision history

Artem: /* Create QuickBooks invoices from Protemos client invoices */

2026-03-20T11:10:57Z

‎Create QuickBooks invoices from Protemos client invoices

2026-03-20T10:16:58Z

2026-03-20T10:16:10Z

2024-03-20T14:08:15Z

‎Link and unlink invoices between Protemos and QuickBooks

2024-03-20T14:04:51Z

‎Link and unlink projects between Protemos and memoQ

2024-03-20T14:02:02Z

‎Link and unlink projects between Protemos and memoQ

2024-03-20T13:59:43Z

2024-03-20T13:48:58Z

‎Link and unlink projects between Protemos and memoQ

2024-03-20T13:43:58Z

‎Create QuickBooks invoices from Protemos client invoices

2024-03-20T13:29:32Z

‎Create QuickBooks invoices from Protemos client invoices

@@ Line 23: / Line 23: @@
 =='''Create QuickBooks invoices from Protemos client invoices'''==
-Open the needed client invoice, then scroll down to the '''Linked QuickBooks invoice details''' section and click '''"Create QuickBooks invoice"''':
+Open the needed client invoice, then scroll down to the '''Linked QuickBooks invoice details''' section and click '''"New QuickBooks invoice"''':
 [[File:Create quickbooks invoice.1.png|border|1000px]]

← Older revision		Revision as of 10:16, 20 March 2026
Line 1:		Line 1:
	<span style="color: orange">'''Please note</span> that integration is currently available only for QuickBooks accounts registered in the USA.'''		<span style="color: orange">'''Please note</span> that integration is currently available only for QuickBooks accounts registered in the USA.'''
		+
		+	__FORCETOC__

	=='''Enable QuickBooks integration'''==		=='''Enable QuickBooks integration'''==

@@ Line 1: / Line 1: @@
 <span style="color: orange">'''Please note</span> that integration is currently available only for QuickBooks accounts registered in the USA.'''
-=='''Enable QuickBooks Integration'''==
+=='''Enable QuickBooks integration'''==
 To enable the Quickbooks integration, please go to Settings -> Integrations -> QuickBooks or use this link: [[https://cloud.protemos.com/account/quickbooks QuickBooks integration]]

← Older revision		Revision as of 14:08, 20 March 2024
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	You may always unlink the invoices by clicking the '''"Unlink QuickBooks invoice"''' button:		You may always unlink the invoices by clicking the '''"Unlink QuickBooks invoice"''' button:
		+
		+	[[File:Unlink qb invoice.png\|border\|1000px]]

@@ Line 37: / Line 37: @@
 ::<span style="color:orange">'''Note:'''</span> To push the invoice into Quickbooks, the client name on Protemos should perfectly match the "Customer display name" on Quickbooks.
-=='''Link and unlink projects between Protemos and memoQ'''==
+=='''Link and unlink invoices between Protemos and QuickBooks'''==
 When you create a QuickBooks invoice based on a Protemos client invoice, the invoices in the two systems are linked with each other.
@@ Line 53: / Line 53: @@
 The invoices will be linked.
-You may always unlink the invoices by clicking the '''"Unlink memoQ project"''' button:
+You may always unlink the invoices by clicking the '''"Unlink QuickBooks invoice"''' button:

← Older revision		Revision as of 14:02, 20 March 2024
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	[[File:Select invoice to link.png\|border\|1000px]]		[[File:Select invoice to link.png\|border\|1000px]]
		+
		+	The invoices will be linked.
		+
		+	You may always unlink the invoices by clicking the '''"Unlink memoQ project"''' button:

← Older revision		Revision as of 13:48, 20 March 2024
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	When you create a QuickBooks invoice based on a Protemos client invoice, the invoices in the two systems are linked with each other.		When you create a QuickBooks invoice based on a Protemos client invoice, the invoices in the two systems are linked with each other.

−	But you may also link a ~~Promotes~~ invoice with a QuickBooks invoice which was created in QuickBooks independently.	+	But you may also link a Protemos invoice with a QuickBooks invoice which was created in QuickBooks independently.

← Older revision		Revision as of 13:43, 20 March 2024
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	::<span style="color:orange">'''Note:'''</span> To push the invoice into Quickbooks, the client name on Protemos should perfectly match the "Customer display name" on Quickbooks.		::<span style="color:orange">'''Note:'''</span> To push the invoice into Quickbooks, the client name on Protemos should perfectly match the "Customer display name" on Quickbooks.
		+
		+	==='''Link and unlink projects between Protemos and memoQ'''===
		+
		+	When you create a QuickBooks invoice based on a Protemos client invoice, the invoices in the two systems are linked with each other.
		+
		+	But you may also link a Promotes invoice with a QuickBooks invoice which was created in QuickBooks independently.

@@ Line 25: / Line 25: @@
 [[File:Create quickbooks invoice.1.png|border|1000px]]
-You can see the created QuickBooks invoice in the corresponding section:
+Then, you will see the created QuickBooks invoice in the corresponding section:
 [[File:Quickbooks invoice created.png|border|1000px]]
 You may open the invoice by clicking QuickBooks invoice ID:
 Please note that the invoice will be created only if the corresponding client, services, payment terms, and taxes are already predefined in your Quickbooks account.
 ::<span style="color:orange">'''Note:'''</span> To push the invoice into Quickbooks, the client name on Protemos should perfectly match the "Customer display name" on Quickbooks.