This guide covers how to send an invoice from Terial to QuickBooks Online. Once your QBO integration is connected and customers are linked, you can push invoices to QBO with one click.
📽️ Video Tutorial Prefer to watch a video? Watch this short video to master Sending an Invoice to QuickBooks Online
Both Service and Production invoices can be sent to QuickBooks Online as long as the QuickBooks Customer ID is identified.
Step 1: Start by creating a Service Ticket or Project Invoice
Step 2: Add your QuickBooks Customer ID and QuickBooks Item from the drop down. Click Save
Note: Adding the QuickBooks ID directly on the invoice will not save it to the company record. Best practice is to add the QuickBooks ID at the company level so it pre-populates on all invoices.
Step 3: Once saved, click 'Send to Quickbooks'. This will push the invoice to your connected QuickBooks account.
Step 4: Verify and send the invoice from within QuickBooks. You'll be able to review and finalize the invoice in QBO before it's sent to the customer.
⚠️ Heads up: You can also 'Send to QuickBooks Online' from the Invoice tab under both Service and Production by scrolling to the right and clicking 'Send to QuickBooks.' If you see a ⚠️ icon, it means the Customer ID is not established and must be added before sending.
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