Product Support

Exporting to QuickBooks Online

Exporting invoice data to QuickBooks Online can be done at any time.

 

  1. Click Accounts >> QuickBooks Online.

  2. Select to display Invoices, Credits or Payments >> Today or Date Range >> click Display.

    • Selecting Date Range allows you to export invoices between a Date From and a Date To.

  1. Click the Select All check box or specific Export check boxes to select the invoices to be exported.

  2. Click Export to QBO (QuickBooks Online).

  3. A popup message will display >> click OK.

    • Note: The selected invoices will have transferred into QuickBooks Online, unless otherwise noted.

      • Successful Transactions will display with a green check mark.

      • Failed Transactions will display a red dot with a white X.

        • Click the red dot to see a reason for the failed transaction.

        • Failed Transactions can be re-exported at any time after fixing the issues.