QuickBooks Integration

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