Guide - Exporting Invoices, Credits and Purchases to quickbooks Online (API)

This is a quick guide on how to export Invoices and Credits to quickbooks

1. Connecting to quickbooks
2. Exporting to quickbooks
3. Validating Invoices
4. Miscellaneous Credit Value Warning

N.B. If you haven't already, please ensure everything in quickbooks is setup and ready

1 Guide - USA quickbooks setup

2 Guide - UK quickbooks setup

3 Guide - quickbooks Purchasing Setup

Connecting to quickbooks

Once everything is setup in quickbooks go to Integrations/ quickbooks and click Connect to quickbooks: 

This will take you to quickbooks, where you will be asked to authorise the connection with Cybake. To do this select Connect:

                                  

Exporting to quickbooks

In Cybake select the invoices that you want to export and select Export Invoice(s) to quickbooks. Choose yes in the following window to generate missing products/customers in quickbooks, then click generate. Your invoices/credits will then go directly into quickbooks and be removed from this screen:

Validating Invoices

If an invoice fails to export, it may already be in quickbooks but has failed to clear off the quickbooks screen in Cybake. This could be due to losing connection whilst the export was under way.

To check if an invoice is already exported to quickbooks, select the invoice and click Validate Selected Transactions

If an invoice is already in quickbooks, the following will prompt you to mark the invoice as exported.

Below shows when an invoice is not in quickbooks

Miscellaneous Credit Value Warning

quickbooks doesn't accept miscellaneous credit notes which are created when you generate a credit note.

Please see the following FAQ on how to rectify