Exporting to QuickBooks Online
Exporting invoice data to QuickBooks Online can be done at any time.
-
Click Accounts >> QuickBooks Online.
-
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.
-
-
Click the Select All check box or specific Export check boxes to select the invoices to be exported.
-
Click Export to QBO (QuickBooks Online).
-
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.
-
-
-