Difference between revisions of "QuickBooks integration"
(→Create QuickBooks invoices from Protemos client invoices) |
(→Create QuickBooks invoices from Protemos client invoices) |
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[[File:Create quickbooks invoice.1.png|border|1000px]] | [[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]] | [[File:Quickbooks invoice created.png|border|1000px]] | ||
You may open the invoice by clicking QuickBooks invoice ID: | You may open the invoice by clicking QuickBooks invoice ID: | ||
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| + | [[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. | 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. | ::<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. | ||
Revision as of 16:29, 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.
