How to Use Quickbooks Invoice Actions

In this video, I'm going to show you some additional options you have in the action section for an invoice if you're connected to QuickBooks.

You don't have to integrate with QuickBooks but you can if you'd like to set that up. If you have admin access you can go to your settings and click on invoice settings and that is where you can connect to QuickBooks.

Once you've done that, in a customer contact record in the invoice section you can click on actions. You'll see the usual actions but also some additional features that are specific to QuickBooks.

Quickbooks is synced almost real-time but if for some reason you want to force a synchronization for this invoice, you click on sync. You can also download the QuickBooks invoice which will be in a nice PDF format. Or you can click to view the invoice on QuickBooks, or copy the URL and that's something you could send to your customer who may want to make payments in QuickBooks.

Finally, you can edit your invoice on QuickBooks here as well. Again this is only if you have set up your QuickBooks integration in the settings section under invoice settings.