Pushing a Client Billing to QuickBooks Customer Invoice

Guide Steps

This has the following conditions in order for this to work:

  1. The Project must already be in QuickBooks
  2. Every line item must have a Cost Codes on each line item and it must also match description to description to the Value Lists {need to look up what this is actually called in QB} in QuickBooks

Navigate to the Billing (or Budget Billing) that you would like to send


From Actions select Send To QuickBooks