Difference between revisions of "QuickBooks integration"

From Protemos Wiki
Jump to: navigation, search
Line 1: Line 1:
 +
<span style="color: orange">'''Please note</span> that integration is currently available only for QuickBooks accounts registered in the USA.'''
 +
 
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]]
  

Revision as of 12:29, 17 February 2022

Please note that integration is currently available only for QuickBooks accounts registered in the USA.

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

Press "Enable":

QB0.png

You will be redirected to QuickBooks App Store page. Press "Connect":

QB01.png

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:

QB1.png

Please note that the invoice will be created only if the corresponding client, services, and taxes are already predefined in your Quickbooks account.