Difference between revisions of "QuickBooks integration"
(→Link and unlink invoices between Protemos and QuickBooks) |
|||
| (19 intermediate revisions by 3 users not shown) | |||
| 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.''' | ||
| + | |||
| + | =='''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]] | To enable the Quickbooks integration, please go to Settings -> Integrations -> QuickBooks or use this link: [[https://cloud.protemos.com/account/quickbooks QuickBooks integration]] | ||
| − | + | Click "Enable": | |
[[File:QB0.png|border|1000 px]] | [[File:QB0.png|border|1000 px]] | ||
| − | You will be redirected to QuickBooks App Store page. | + | You will be redirected to QuickBooks App Store page. Click "Connect": |
[[File:QB01.png|border|500 px]] | [[File:QB01.png|border|500 px]] | ||
| Line 17: | Line 19: | ||
[[File:QB1.png|border|1000 px]] | [[File:QB1.png|border|1000 px]] | ||
| − | Please note that the invoice will be created only if the corresponding client, services, and taxes are already predefined in your Quickbooks account. | + | =='''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"''': | ||
| + | |||
| + | [[File:Create quickbooks invoice.1.png|border|1000px]] | ||
| + | |||
| + | 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: | ||
| + | |||
| + | [[File:Open qb invoice.png|border|1000px]] | ||
| + | |||
| + | 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. | ||
| + | |||
| + | =='''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. | ||
| + | |||
| + | But you may also link a Protemos invoice with a QuickBooks invoice which was created in QuickBooks independently. | ||
| + | |||
| + | To do so, click the '''"Link QuickBooks invoice"''' button: | ||
| + | |||
| + | [[File:Link quickbooks invoice.png|border|1000px]] | ||
| + | |||
| + | Then, click the '''"Link"''' button in the respective line: | ||
| + | |||
| + | [[File:Select invoice to link.png|border|1000px]] | ||
| + | |||
| + | The invoices will be linked. | ||
| + | |||
| + | You may always unlink the invoices by clicking the '''"Unlink QuickBooks invoice"''' button: | ||
| − | : | + | [[File:Unlink qb invoice.png|border|1000px]] |
| − | |||
Latest revision as of 16:08, 20 March 2024
Please note that integration is currently available only for QuickBooks accounts registered in the USA.
Enable QuickBooks Integration
To enable the Quickbooks integration, please go to Settings -> Integrations -> QuickBooks or use this link: [QuickBooks integration]
Click "Enable":
You will be redirected to QuickBooks App Store page. Click "Connect":
Having enabled the integration, you will be able to push client invoices to QuickBooks or link them with already existing ones.
Please go to the "Linked QuickBooks invoice details" section on the invoice page and use the needed option:
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":
Then, you will see the created QuickBooks invoice in the corresponding section:
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.
- Note: To push the invoice into Quickbooks, the client name on Protemos should perfectly match the "Customer display name" on Quickbooks.
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.
But you may also link a Protemos invoice with a QuickBooks invoice which was created in QuickBooks independently.
To do so, click the "Link QuickBooks invoice" button:
Then, click the "Link" button in the respective line:
The invoices will be linked.
You may always unlink the invoices by clicking the "Unlink QuickBooks invoice" button:
