QuickBooks Integration

Modified on Wed, 4 May, 2022 at 3:11 PM

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


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article