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Managing Quickbooks Invoices

A quick overview of how the QuickBooks Online integration works with your invoices!

📝 Note: If you do not have the QuickBooks Online integration set up, follow our guide on Adding the Quickbooks Integration.

💲 Pay in Quickbooks

If for some reason the client needs to pay outside of the Project view, or they're in-person, you can click on the QuickBooks icon on the invoice (shown below) to open the invoice in QuickBooks.

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If you don't see the QuickBooks icon, check to see if the text 'QBO: Couldn't match customer is listed on the invoice. If it is, click it and attach it to the customer in QuickBooks before proceeding.

manage-qb_2

➡️ Moving Invoice Task

With QuickBooks integrated, invoices cannot be manually moved into Review or Approved. They must be paid, either through the client's view in the Project, or through QuickBooks.

📩 Notifications

Both the firm and the client will receive a confirmation notification when the invoice is paid.