Exporting Invoices to QuickBooks

You can export invoices and their related payments directly from your ReachOut account to QuickBooks Online. For this, 

  1. Navigate to CRM > Invoices. 
  1. Select the invoices that you want to export by checking the boxes.
  1. Click on Export to QuickBooks or use the export icon under the actions column.
  1. To export an individual invoice, select the invoice and click the Export to QuickBooks option.
  1. Only online payments made for an invoice are exported to QuickBooks, and their status is displayed in the Payments list.

Exporting invoices and payments from ReachOut to QuickBooks Online is a quick and efficient process, ensuring seamless data synchronization for accurate financial management.

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