Exporting invoices to QuickBooks Online
The integration with QuickBooks Online (QBO) allows invoices, created in Forecast, to be exported to a linked QBO company. Once invoices are exported, they are synchronised hourly, or on demand, with its exported counterpart.
Linking a QBO company
Note that this is only available for admin users in Forecast with access to an admin account of the QBO company to link to.
- In Forecast, click on your name in the top right and click Admin.
- Then click on the Apps & Integrations label in the sidebar on the left.
- Scroll down to the section labelled Accounting & billing and click the QuickBooks logo.
- Click the Enable button and follow the directions on-screen to connect your QBO company to your Forecast company.
You are now ready to start exporting invoices from the Invoicing page, found in the sidebar in the project page.
- Exporting an invoice removes all existing payments from that invoice.
- An exported invoice cannot be modified in Forecast.
- An invoice cannot be exported if the target QBO company does not have any customers.
- Disabling the integration will unlink all exported invoices, irrevocably.
- Changing an exported invoice to calculate tax before applying the discount will result in a different discount being calculated in Forecast, after synchronisation.
- If an invoice is missing a cent (0.01) in payment, it will be ignored, as this can occur when invoices are paid in QuickBooks.
Non-US QuickBooks Companies
As QuickBooks behaves differently for non-US companies, there are some additional constraints on these in Forecast:
- If an invoice in Forecast has a reference number which an invoice in the QuickBooks company already has, it cannot be exported to QuickBooks.
- If different tax rates apply to different sales line items in QuickBooks, and a fixed discount is applied, this discount will appear larger in Forecast.