QuickBooks Online

GetMyInvoices lets you automatically transfer your invoices to the QuickBooks Online interface. This allows you to streamline your accounting processes and manage invoices directly in QuickBooks Online without any manual effort. This guide provides step-by-step instructions on how to set up QuickBooks Online synchronization.

Step 1

Click on Profile in the top-right corner and select Synchronization from the dropdown menu.
Click the plus sign (+) in the top right corner to add a new synchronization.
Select the “Export” option to automatically transfer invoices.

Click on Profile in the top-right corner and select Synchronization from the dropdown menu. Click the plus sign (+) in the top right corner

Step 2

Use the search function and search for QuickBooks.
Select the QuickBooks tile.
Click Next.

Use the search function and search for QuickBooks. Select the QuickBooks tile. Click Next. - QuickBooks Online

Step 3

You will be automatically redirected.
Click Connect to QuickBooks Online.

Step 3: You will be automatically redirected. Click Connect to QuickBooks Online.

Step 4

Enter your QuickBooks Online credentials.
Follow the process.

Step 5

Specify export settings for the documents.
Use Advanced Settings to set additional criteria for the export.
Click Connect.

→ In this example, we’ll have the invoices archived in QuickBooks Online after a successful export.

to set additional criteria for the export. Click Connect. → In this example, we’ll have the invoices archived in QuickBooks Online after a

Step 6

Enter your QuickBooks account.
Enter your QuickBooks sales item.
Optional: Limit the export period based on the invoice or import date.
Click Save to start the export.

→ GetMyInvoices will now automatically transfer all relevant invoices to QuickBooks Online based on your settings.

Optional: Limit the export period based on the invoice or import date. Click Save to start the export. → GetMyInvoices will now

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