How do I set up my account to transfer invoices to QuickBooks?

Precondition

 

To be able to set up your invoicing export to QuickBooks, you need to have set up an integration between CleanManager and QuickBooks, see this article: Integration setup for QuickBooks

To be able to transfer invoices from Invoicing to QuickBooks you must set QuickBooks as the designated accounting software for invoicing, and select the appropriate VAT rate:

• Setup of invoicing to QuickBooks

• Setup of VAT values on invoices to QuickBooks

Setup of invoicing to QuickBooks

In the menu, click on Settings > Integrations

 

Hereafter, click on the button Invoicing

 

Click on the dropdown button and select QuickBooks

 

Click on Save to complete the setup

 

Your account is now set up to export invoices to QuickBooks ,
see the validating icon

 

Setup of VAT values on invoices to QuickBooks

Click on the QuickBooks button in the lower section

 

Click on the dropdown button to select the desired VAT rate to implement on all invoice transfers

 

Click on Save to complete your setup