B2BRouter integration

Enable B2BRouter integration

To enable the B2BRouter integration, please go to Settings -> Integrations -> B2BRouter or use this link: [B2BRouter 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:

Protemos and Memsource are integrated through BeLazy.

If you do not have a Memsource account, you can register it at memsource.com.

To enable the integration, please contact BeLazy team at info@belazy.cat. More contact details here: Contact us | BeLazy.

To get a better idea of the way the integration works, please check this video: [coming soon].