Sync invoices with QuickBooks Follow

Automatic Sync

 

When your nabooki account is connected to QuickBooks and QuickBooks tax code is assigned to your service(s), all future invoices will automatically sync to QuickBooks.

If an invoice gets updated in nabooki, updates will be automatically synced to QuickBooks.

 

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Manual Sync

 

It may be necessary to conduct a manual sync in the following scenarios:

  • The invoice was generated before connecting your account with QuickBooks
  • The invoice was generated before assigning the QuickBooks tax code to service

To manually sync with QuickBooks, click on the 'Sync QuickBooks Invoice' button located in the lower right corner of the invoice page. 

Please note: This button will not be shown if the invoice has successfully synced with QuickBooks.

 

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