Act! Link for QuickBooks Online - Help

Create new QuickBooks - Online (QBO) invoice from ACT!

In this sestion we will look at how to raise a new sales invoice.  An invoice can only be created against a customer if the contact is lnked.  Refer to Link ACT! contact to an existing QBO contact for help on this topic.

 

To create a new sales invoice:

1. Go to the detail view of the relevant contact and select the QuickBooks tab.

2. Open (click) the Sales icon to show the customers invoice list - transactions will only display if they exist.

3. Open (click) the New Invoice icon to create a new invoice.

4. Click into each line item and begin typing the product/service item name - allow the search to run.

5. From the list, select the product/service you wish to add to the invoice.

A few pointers:

• To add an additional line click Add Line
• To delete a line, click the delete  icon located to the left of the row you wish to delete 
• QBO will assign the next available invoice number

6. After data-entry is completed, it can then be saved by clicking on the Save icon.