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Quickbooks Integration: Manage and Export your Invoices to Quickbooks

Platform Quoting & InvoicingAdd-on
Updated

By connecting QuickBooks Online to Rentman, you can enable Rentman to seamlessly export your invoices, either on a chosen day of the week or by manual selection. In this article, we provide the steps to successfully connect and export invoices to Quickbooks. 

Take a look at this article on how to set up your Quickbooks integration first!

View the Export Status and Remark of your invoices

You can confirm if your invoices have been successfully exported to QuickBooks by adding a column of Export Status and Export Remark.

  1. Under the monetization_on Financial module, go to the Invoices module.
  2. Add the columns "Export status" and "Export Remark" to the overview.
    Read how to add a column here
  3. In these newly added columns, you can see the status and remark of your invoices.
    • Export Status: Status of the invoice being exported to Quickbooks. Current statuses include: Not yet exported, Successfully Exported and Failed.
    • Export Remark: This column displays the error message explaining why your invoice export was unsuccessful.

Navigate to this article to see how to resolve the most common error messages. 

Exclude specific invoice(s) from exporting

There may be certain invoices that you do not want exporting to QuickBooks for various reasons. In Rentman, you can easily identify and select the invoice(s) you do not want exported. 

  1. Go to the subfolder Invoices from the monetization_on Financial module.
  2. Right-click on the invoice of your choice.
  3. Select "Do not export to accounting software".

Re-export an invoice to accounting software

Want to re-export an invoice to Quickbooks for any reason? Here's how you can do so: 

  1. Go to the subfolder Invoices from the monetization_on Financial module.
  2. Right-click on the invoice of your choice.
  3. Select "Re-export to accounting software".

In order to re-export an invoice that has previously failed, you must enable this option again. If not, the invoice will not export at all. 

Update the payment status of your Rentman invoices through Quickbooks

Invoices that are marked as paid in Quickbooks Online will automatically have their payment updated in Rentman. How it works:

  1. Successfully export your invoice to Quickbooks Online.
  2. You receive your payment and mark the invoice as paid in Quickbooks Online.
  3. Your corresponding invoice in Rentman will be marked paid during the next automatic or manual export.

This feature is only available with Rentman’s Quoting and Invoicing add-on. You will need to have an active connection between Rentman and Quickbooks Online.

FAQ

Can I mark my invoice as paid in Rentman and have it update in Quickbooks?
No, this is not possible. Currently, you can only mark an invoice as paid in Quickbooks, and it will update the corresponding invoice in Rentman. 
When are my invoices exported?
The QuickBooks integration will export your invoices automatically depending on the day(s) you set up. You can, however, also choose to export manually. Read the section Connect Quickbooks for more information.
I am still having issues with exporting this invoice, how can I resolve it?
Take a look at this article on the most common errors and their solutions. 
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