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