Project Description

How to export your invoices to QuickBooks accounts

With Okappy, you can easily export invoices raised to external accounting packages such as Sage Line 50, QuickBooks, Clearbooks, Kashflow and Xero.  If you use Xero, check out our step-by-step guide showing how to export your invoice from our Okappy job management software to Xero accounts.

Note: This article assumes you are using the Okappy – QuickBooks integration. If you want to upload your invoices via csv file upload, see this article.

1) Connect to QuickBooks

To export your invoices to QuickBooks, first connect your Okappy account to your QuickBooks account. Check this guide for step by step information.

2) Raise your invoices

Once you are connected, you can then either raise an invoice directly from a job or raise a miscellaneous invoice.

3) Export your invoices

Once you have invoices your invoices, go to your Invoices screen in Okappy

You will see a list of invoices. The export column shows which invoices have previously been exported, those that are draft and invoices awaiting export.

Exported invoices

To export your invoices to Xero, click Invoice options towards the top right of the invoices screen and select Export to QuickBooks.

Export to Quickbooks from okappy

Notes:

  • Invoices which have been previously exported won’t be-exported unless they are set back to Not exported
  • Draft invoices are not exported
  • Archived invoices are not exported

4) Viewing your invoices

Once you have exported your invoices to QuickBooks, go to QuickBooks and check your invoices raised.

Further information