Integration with QuickBooks allows creating the order-related tax documents directly from Valigara.
To use the integration, setup the QuickBooks account first
- After the successful setup, the API status connection becomes Connected
To issue documents
- In the Orders page, select relevant orders
- Go to Invoicing menu -> Issue invoices
- In the Issue Invoice dialog
- select relevant type of document ("Invoice" / "Receipt" / "Credit Invoice")
- Select the VAT setting
- Default - uses the default QB setting
- Included - the order value sent to QB includes VAT
- Exempt - the value sent to QB does not include VAT
- Select the currency for issued documents
- Select the language of the document
- Select the document date
After the document is created
- The field Invoice in the order is filled with the invoice ID
- The invoice document is stored in the order under "Attachments", and is available for download
- The invoice number is available for export
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