{"id":14609,"date":"2016-04-27T19:31:19","date_gmt":"2016-04-27T19:31:19","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=14609"},"modified":"2018-09-04T08:59:54","modified_gmt":"2018-09-04T07:59:54","slug":"export-invoice-clearbooks","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/export-invoice-clearbooks\/","title":{"rendered":"Export your invoice to Clearbooks"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-bottom:31px;\"><h1 class=\"title-heading-left\" style=\"margin:0;\">Export your invoice to Clearbooks<\/h1><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-1\" style=\"transform:translate3d(0,0,0);\"><p>With Okappy, you can easily export your invoices to external accounting packages such as <a title=\"Sage Line 50\" href=\"http:\/\/www.okappy.com\/support-article\/export-your-invoice-to-sage\/\" target=\"_blank\" rel=\"noopener\">Sage Line 50<\/a>, <a title=\"Xero Accounts\" href=\"http:\/\/www.okappy.com\/support-article\/how-to-export-your-invoice-from-okappy-to-xero-accounts\/\" target=\"_blank\" rel=\"noopener\">Xero<\/a>, <a href=\"http:\/\/www.okappy.com\/support-article\/export-your-invoice-to-kashflow\/\" target=\"_blank\" rel=\"noopener\">Kashflow<\/a>, <a href=\"http:\/\/www.okappy.com\/support-article\/export-your-invoice-to-quickbooks\/\" target=\"_blank\" rel=\"noopener\">QuickBooks<\/a> and <a href=\"https:\/\/www.clearbooks.co.uk\" target=\"_blank\" rel=\"noopener\">Clearbooks<\/a>.<\/p>\n<p>Check out our step-by-step guide showing how you can easily raise an invoices once you job is complete and then export your invoice to Clearbooks ( <img class=\"lazyload size-full wp-image-14611\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2730%27%20height%3D%2730%27%20viewBox%3D%270%200%2030%2030%27%3E%3Crect%20width%3D%2730%27%20height%3D%27330%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/clearbooks-icon.png\" alt=\"Clearbooks icon\" width=\"30\" height=\"30\" \/> ).<\/p>\n<h3>1) Raise your invoice<\/h3>\n<p>Once your job is complete, click the <strong>more options<\/strong> ( <img class=\"lazyload size-full wp-image-14317\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2730%27%20height%3D%2730%27%20viewBox%3D%270%200%2030%2030%27%3E%3Crect%20width%3D%2730%27%20height%3D%27330%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/more-icon.png\" alt=\"3 orange dots\" width=\"30\" height=\"30\" \/> ) icon next to the relevant job id then click <strong>Raise invoice<\/strong>.<\/p>\n<p>In this example the Job ID is 11090.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-okappy-clearbooks-raise-inv@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[33e1c4a5283086ee080]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-okappy-clearbooks-raise-inv.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-2\" style=\"transform:translate3d(0,0,0);\"><p>The following pop up box will appear.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-2 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-okappy-clearbooks-inv@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[d72216d61df08902d09]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-okappy-clearbooks-inv.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-3\" style=\"transform:translate3d(0,0,0);\"><p>Simply fill in the following details<\/p>\n<ul>\n<li><strong>Invoice amount<\/strong>. The invoice amount can be broken down into labour, materials and other costs if required.<\/li>\n<li><strong>Description<\/strong>. The description will be populated automatically from any information your engineers have entered on-site. However, you can overwrite this information or add further information if required. This information will appear on the face of the invoice.<\/li>\n<li><strong>Customer reference<\/strong>. This is pre-populated from the Job ID.<\/li>\n<\/ul>\n<p>Once all the fields are complete, press the orange <strong>Raise invoice<\/strong> button.<\/p>\n<h3>2) Check your settings<\/h3>\n<p>Ensure you have Clearbooks configured by going to the Invoice screen, clicking on <strong>More<\/strong> then <strong>Application settings<\/strong>.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-3 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-okappy-clearbooks-upload-icon@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[9338f9d7ad036a5c7a9]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-okappy-clearbooks-upload-icon.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-4\" style=\"transform:translate3d(0,0,0);\"><p>Click on the Clearbooks ( <img class=\"lazyload size-full wp-image-14611\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2730%27%20height%3D%2730%27%20viewBox%3D%270%200%2030%2030%27%3E%3Crect%20width%3D%2730%27%20height%3D%27330%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/clearbooks-icon.png\" alt=\"Clearbooks icon\" width=\"30\" height=\"30\" \/> ) icon.<\/p>\n<p>This will ensure the export file is in the correct format for Clearbooks Accounts (csv format). Then click <strong>Update defaults<\/strong>.<\/p>\n<h3>3) Export your invoices from Okappy<\/h3>\n<p>Now click <strong>Export to Clearbooks <\/strong> from the same popup menu.<\/p>\n<p>This will create your invoices file which will be saved down to your default downloads folder on your computer.<\/p>\n<p>At this stage, you can open the file if you want to make any changes or leave the export file as is.<\/p>\n<p><strong>Note<\/strong>: If you do not have any invoices to export, the option to export invoices will not be available in the pop up box.<\/p>\n<h3>4) Open Clearbooks Accounts<\/h3>\n<p>Open <a href=\"http:\/\/www.clearbooks.co.uk\" target=\"_blank\" rel=\"noopener\">Clearbooks<\/a>.<\/p>\n<p>Then go to<\/p>\n<ul>\n<li><strong>Tools<\/strong>,<\/li>\n<li><strong>Import,<\/strong> and then<\/li>\n<li><strong>Sales Invoices<\/strong>.<\/li>\n<\/ul>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-4 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-okappy-clearbooks-import@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[a46b422605ab25627ba]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-okappy-clearbooks-import.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><span class=\" fusion-imageframe imageframe-none imageframe-5 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-okappy-clearbooks-import-sales-inv@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[4c6c156f02189edae6d]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-okappy-clearbooks-import-sales-inv.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-5\" style=\"transform:translate3d(0,0,0);\"><h3>5) Click the Choose file button to upload the CSV file<\/h3>\n<p>Click the <strong>Choose file<\/strong> button and select the file you wish to upload then click <strong>Upload<\/strong>.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-6 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-okappy-clearbooks-upload-csv@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[dccfaef22f29b910a84]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-okappy-clearbooks-upload-csv.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-6\" style=\"transform:translate3d(0,0,0);\"><p>Check the data to ensure that the account mappings are correct then click <strong>Import all<\/strong>.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-7 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-okappy-clearbooks-upload-confirm@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[170eb0abe58684a77f7]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-okappy-clearbooks-upload-confirm.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-7\" style=\"transform:translate3d(0,0,0);\"><p><strong>Note<\/strong>: If there are any errors or unmatched data, you won&#8217;t be able to import that line into Clearbooks until the issue has been resolved.<\/p>\n<h3>6) Go to Sales then Invoices<\/h3>\n<p>Once the file has been imported successfully, go to <strong>Sales<\/strong> then <strong>Invoices<\/strong>.<\/p>\n<p>You should be able to see the invoices you&#8217;ve uploaded along with the invoice details.<\/p>\n<p><strong>Note<\/strong>: The invoice ID is the same ID as used in the Okappy Job Management System. You can also reference the Job ID from Clearbooks to Okappy or vice versa.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-8 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-screenshot-okappy-clearbooks-invoice-screen@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[37baca49eb7409d3114]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-screenshot-okappy-clearbooks-invoice-screen.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-8\" style=\"transform:translate3d(0,0,0);\"><h3>Find out more about Okappy Job Management<\/h3>\n<p>For more information about Okappy Job Management and how it can benefit your business, check out our <a href=\"http:\/\/www.okappy.com\/job-management\/\" target=\"_blank\" rel=\"noopener\">Okappy Job Management<\/a> features page.<\/p>\n<\/div><div 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