If corresponding product or service is found in QuickBooks, its code in square brackets will be removed from the invoice item description. Clerk will automatically search for the corresponding QuickBooks product or service by its name and set it for every invoice item. The product or service name should be written exactly as it is written in QuickBooks. To set a QuickBooks product or service for invoice item in Clerk, just put its name at the beginning of invoice item description in square brackets. In QuickBooks Online, every invoice item should be connected to product or service. Setting QuickBooks Products and Services for Invoice Items
Clerk Invoices uses automatic sync mode by default.Įnabling QuickBooks Online integration requires just a few clicks! Go to Settings ▸ Integrations, click Connect QuickBooks Online button and follow the onscreen instructions.Įvery exported invoice in QuickBooks will have a link to the corresponding invoice in Clerk in the “Message on statement” field, that is not visible to the client. At the current version, this is a one-way sync from Clerk Invoices to QuickBooks. Sync works for invoices that belong to QuickBooks clients only. If you enable manual sync mode, you could manually sync any invoice using the Export menu of a specific invoice. With automatic sync, every created or updated invoice will be automatically created or updated in connected QuickBooks company. Clerk Invoices supports automatic and manual sync.
If you use QuickBooks Online, you can connect it to Clerk Invoices to enable the following features:
0 kommentar(er)
