Invoicing setup for QuickBooks

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

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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

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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