Exporting Invoices to QuickBooks Follow

SpringAhead can export invoice information directly into QuickBooks. Using this guide, you will:

• Review and export invoices from SpringAhead to QuickBooks

Exporting Invoices from SpringAhead

• Click on Invoices.
• To review rates and invoice line descriptions that will be sent directly to the accounting system, set the Detail Level to Detailed. 

• Review information to be exported.
• Uncheck any items that are not ready for export, as applicable.
• Review the date range(s) to ensure that you have only selected the desired transactions.
• Make sure QuickBooks is selected as the software and Include Invoices is checked.
• Click Export.
• Click OK.

• SpringConnect will open and display a summary of data that will be exported. 

• Click Import.
• SpringConnect will validate the data to be exported.
• If no warnings are generated, click OK.
• Click OK after all data has been imported.
• Check the data in QuickBooks.
  • In the Home screen, click on Create Invoices.
  • Click Previous to see invoice(s) that SpringAhead last populated.