How do I set up my account to transfer invoices to QuickBooks?
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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
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In the menu, click on Settings > Integrations |
Hereafter, click on the button Invoicing | |
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Click on the dropdown button and select QuickBooks |
Click on Save to complete the setup | |
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Your account is now set up to export invoices to QuickBooks, see the validating icon ![]() |
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Setup of VAT values on invoices to QuickBooks
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Click on the QuickBooks button in the lower section |
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Click on the dropdown button to select the desired VAT rate to implement on all invoice transfers |
Click on Save to complete your setup | |
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