Select Invoices You Want to Sync
Start by going into the Accounts Payable tab, and navigate to the invoice[s] you want to send. If you need to send more than one invoice you can bulk send by clicking the ☑️ Checkbox at the top to select all.
| You can then click on the 🔽 Options dropdown in the top-right, where you can see the number of invoices selected to send. Click on ⏩ Send to App to push these invoices into the staging area of your connected apps. |
Sync With QuickBooks Online
Move to the top of the page to the navigation bar and open the ▦ Integrations Menu - the icon with nine square dots. Now select the option for QuickBooks.
Here you will have three tabs to monitor your synced invoices. The options are: Ready to Export, Failed to be Sent to App, and Synced with App.
Export to QuickBooks
In the Ready to Export tab, select to the invoices you want to sync. You can send multiple invoices at once by simply clicking the ☑️ Checkbox at the top to select all.
Finally, click 🔼 Export to sync your data with QuickBooks.
💡 If an invoice fails to sync, find it in the Failed to be Sent to App tab and hover over the Failed status. This will show you exactly what went wrong.
