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How To Export Invoices To QB Online
After you have successfully linked all the items in the Setup tab of the QuickBooks Online Integrator (Taxes, Terms, Payment Methods, Sales Categories) in Teesom we can now export our invoices.
In this article we will go through that process.
Export Invoices
In Teesom, go to the Main Menu and click on QuickBooks to open the QuickBooks Online Integrator:
On the integrator in Teesom:
- Click on “Export“
- Expand “Invoices“
You can filter your invoices:
- By their number. ex: invoice 100-1500
- The order status. (WIP, Completed, Shipped/Picked up.)
- Paid status. (Paid/Unpaid)
- Sent status. (Sent to QB or not sent to QB.)
- You can also sort the invoices by: Oldest, Newest, INV# Ascending and INV# Descending..
To export your invoice to QB:
- Click on “Send“. you can also choose to send all your invoices by clicking on “Send All“.
- By clicking on the dropdown next to “Send” you can choose to send the invoice as built or unbuilt.
- Built: Teesom sends the price of the imprint built into the garment price so in QB the imprint will be priced as 0 and the garment price will include the imprint price.
- Unbuilt: Teesom sends the garment and imprint prices separately.
Mark An Invoice As Sent
If the invoice already exists in QuickBooks but you have not sent it you can mark it as sent from the integrator:
- Click on “Mark As Sent“
This will mark the invoice as sent without it exporting the invoice to QB.
Unmark An Invoice As Sent And Re-Send It
If you sent an invoice to QB but made changes or need to make changes to it and re send it:
- Go to the “Export” tab in the integrator.
- Click “Mark As Unsent” and make your changes to the invoice.
- If you want to re-send the invoice click on “Send” after you have unmarked it as sent. (This will not update the QB invoice but rather make a new one. The old invoice will need to be deleted in QB.)
