Creating an invoice for your customers so they can pay is important.
Onpipeline – QuickBooks Invoicing integration allows you to:
- Create an invoice
- View (or send) invoices
When you install the QuickBooks app, it will automatically generate links in the action menus – for both persons and organizations – allowing you to view or generate invoices.
QuickBooks IDs & Sync
When you connect the app, two fields are created to store your QuickBooks IDs:
QuickBooks IDs are downloaded by matching names, postcodes and emails against Onpipeline contacts. Contact IDs will be automatically synced from your QuickBooks every 60 minutes.
Install QuickBooks by locating the install button in Apps, and start the procedure. It only takes 2 minutes, the time it takes to authenticate on the QuickBooks platform; the rest is automatic. Note: You must be an administrator on all platforms.