Act! Link for QuickBooks Online - Help

View, Print, Email/Attach PDF QuickBooks - Online (QBO) invoices from ACT!

Once an invoice has been created a PDF file can be generated and then viewed, printed, emailed or attached to the ACT! Documents Tab.

 

To Email a QBO invoice from ACT!:

1. Go to the detail view of the relevant contact and select the QuickBooks tab, then Open (click) the Sales icon.

2. From the transaction list - click to choose the invoice you wish to Open/View.

3. Open (click) the Email icon to email a PDF of the invoice.

4. In the Email box, enter the email address of the person you wish to send the invoice to.

5. Then click the Save and Send icon.

6. A message is displayed confirming that the email was sent.

7. Click on the Close document and return icon to return to the sales transactions list.

 

 

To Print/View PDF of a QBO invoice from ACT!:

1. Begin by repeating steps 1 & 2 at the top of this page.

2. Click on the Print / View PDF icon.

3. A PDF will automatically download to your computer

4. Open the PDF file to View or Print the invoice.

To Attach a PDF of a QBO invoice to ACT!'s Documents Tab:

1. Begin by repeating steps 1 & 2 at the top of this page.

2. Click on the Attach PDF to Documents icon.

3. The invoice will automatically be attached to the documents tab of the relevant contact.