Difference between revisions of "QuickBooks integration"

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Please note that the invoice will be created only if the corresponding client, services, and taxes are already predefined in your Quickbooks account.
 
Please note that the invoice will be created only if the corresponding client, services, and taxes are already predefined in your Quickbooks account.
  
::<span style="color:orange">'''Note:'''</span> To push the invoice into Quickbooks, the client data (First and Last name, company name, email address) should perfectly match in both systems. Company name on Protemos should correspond to the "Customer display name" on Quickbooks.
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::<span style="color:orange">'''Note:'''</span> To push the invoice into Quickbooks, the client data (First and Last name, company name, email address) should perfectly match in both systems. Client company name on Protemos should correspond to the "Customer display name" on Quickbooks.

Latest revision as of 10:22, 22 July 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.

Note: To push the invoice into Quickbooks, the client data (First and Last name, company name, email address) should perfectly match in both systems. Client company name on Protemos should correspond to the "Customer display name" on Quickbooks.