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A QuickBooks invoice can be created from the CRM.

Info

title	Required settings:

QuickBooks Integration is Enabled
QuickBooks is Connected
QuickBooks product ID must be set on the corresponding CRM product record
QuickBooks Account or Customer ID must be set on the corresponding CRM Account or Customer

How to Create a New Invoice

1. From the Object Navbar, click on the Opportunity module.

2. Open an Opportunity record and click Tools > Create Invoice .

Note

title	Won Opportunity

Invoice creation is only available for opportunities that are already "Won"

3. Message briefly appears "Invoice is Created".

4. Scroll down to QuickBooks Info section.

5. Notice that the QuickBooks Invoice ID field is set.

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