A how to guide to connect your ToolBox to QuickBooks
- 1.Select Organisation from the hamburger menu.
- 2.Scroll down to the bottom of this page, within the section called ‘Integrations', and click 'CONNECT QUICKBOOKS'.
- 3.The QuickBooks pop-up will appear, Click Connect.
Overview tab Explains the two configuration options and the method of selection or creation of contacts in QuickBooks to assign to the invoices.
Configuration tab Choose which integration method you prefer: ‘part per line item’ or ‘process per line item’.
Part per line item: Each line in the invoice will be the part name, part quantity, part unit price, and part line total. If there is a minimum charge amount, it will appear as its own line item.
Process per line item: Each line in the invoice will be a quote component: cutting, material types, secondary processes, and any other charges.
Here is the screenshot of the configuration option for QuickBooks:
Choose how you want your invoices to appear
Log in to QuickBooks, make sure that you use the admin user details, and select the organisation you want to send invoices to.
An invoice is created in QuickBooks at the point of marking a quote as Invoiced in ToolBox:
Warning: if a customer is not assigned to the quote in ToolBox, the invoice will not be created in QuickBooks.
The invoice will be imported into QuickBooks.
Sample invoice created in QuickBooks from an integration