#Send quickbooks invoice via text pro
#Send quickbooks invoice via text software

This type of transaction has to be manually entered in QuickBooks Online. It is important to note that credit invoices will not be included in this export file. The file is now ready to be imported into QuickBooks Online. In this window click Save to create the export file.Ī window will appear indicating the data was successfully exported and ask if you want to open the file, click No. Īn Export to File window will appear allowing you to save the export file to the location of your choice. At the top of the screen click the Export button, and in the Export window select All Rows and click Ok. This will list all the invoice data for the selected posting number. In this folder select the QBO - Invoice Report and a window will appear prompting for a posting number. Once you have the posting number, navigate to the Reports section of Printer’s Plan and open the Custom Queries folder. The first column of this report will display the Posting Number: This report will list all the postings for the selected time period. To find a posting number, in the Reports section enter a Date Range at the top middle portion of the screen and Select the Posting Journal/Regular Sales report. To create the export file for QuickBooks you will need to know the posting number. Invoice data can only be exported to QuickBooks Online after a job has been posted in Printer’s Plan. Part 2: Exporting Invoice Data from Printer’s Plan Create the export file

#Send quickbooks invoice via text pro

Please refer to instructions and documentation provided by Transaction Pro for the steps involved to create this connection. Part 1: Configuration Settings Initialize Transaction Proīefore you can send invoice data from Printer’s Plan to QuickBooks Online you will need to connect Transaction Pro to your instance of QuickBooks Online.

#Send quickbooks invoice via text software

For pricing information and licensing options relating to this software please contact Transaction Pro at The Printer’s Plan - QuickBooks Online integration allows you to send invoice data from Printer’s Plan to QuickBooks Online.īecause QuickBooks Online does not have a direct import utility, the use of a 3rd party tool, Transaction Pro, is required.