Export your invoice to QuickBooks
Exporting your invoices into QuickBooks
Check out our step-by-step guide to raising invoices once your jobs are complete and then exporting your invoices into QuickBooks ( ).
Check your account settings
Ensure you have QuickBooks configured by going to the Invoices screen, click Invoice options and then Account settings.
Click the QuickBooks icon. ( )
Add items which can be selected when raising your invoices and then click Update defaults.
This will ensure the export file is in the correct for QuickBooks Accounts
Raise your invoice(s)
You can raise invoices for any jobs done for a customer.
To raise an invoice, click the three dots icon ( ) next to the relevant job id and click Raise invoice.
The following pop up will appear.
Information will automatically get picked up from your job (depending on your job template settings) although it can be changed if required.
- Ensure the relevant fields are complete
- Choose whether to raise the invoice as draft or not
- Click Raise invoice.
The invoice will be created and can be viewed in your invoices screen.
If the invoice has been submitted (not draft) it will be also available in your connections invoice received screen.
Export your invoice(s) to QuickBooks
To export your invoices to QuickBooks,
- go to the Invoices screen in Okappy,
- click Invoice options,
- click Export to QuickBooks
This will create your invoices file which will be saved down to your default downloads folder on your computer.
At this stage, you can open the file if you want to make any changes or leave the export file as is.
Note: If you do not have any invoices to export, the option to export invoices will not be available in the pop up box.
Import your invoices(s) into QuickBooks
To import your invoices into QuickBooks, follow these steps from within QuickBooks
Click the Options icon, and select Import data.
Select the data type you are importing. In this case we want to import Invoices.
Browse to the file you downloaded previously and click the checkboxes for Add new contacts / products (if required).
Map the columns in Okappy to the relevant fields in QuickBooks.
Map the tax type column in the Okappy download to the relevant tax type in QuickBooks.
A confirmation screen will be shown summarising what is going to be created in QuickBooks.
Click Start import.
As long as there are no issues within QuickBooks, then the QuickBooks success screen should be shown.
You can then view your invoices from within QuickBooks by clicking Sales and then Invoices.
Check out our short video
Check out our short video which shows the process from raising an invoice from your job, through to exporting the invoice to QuickBooks - all in less than 90 seconds.