User Level: Admin

Est. time of Setup: 3 Mins

Previous Step: Map Items

Export to QuickBooks Online

The final step in the life of an invoice is to be exported.

There are two ways to export invoices into QuickBooks Online.

Navigate to the Pending Export or Approved tab. 

Select the invoice. Click Export.

Also from the Pending Export or Approved tab, you can select multiple invoices to be exported into QuickBooks Online. Click on Export under Bulk Actions.

The invoices will populate under the proper vendor accounts in the vendor center in QuickBooks Online and a log will be emailed to the Ottimate account owner to inform them about the log of invoices imported for cross reference.