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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 OR Account must be added via Invoice creation when prompted.

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. The system will look for a matching Account on QuickBooks

a. If a match is found, a dialog box with all matching Account by name is listed.

Select Account.

Click "Proceed with Existing Account" button.

b. If a match is not found, a prompt displays,

Click "Create New QuickBooks Account" button.

Info

This Account is now added to QuickBooks

On iCRM, this Account now has a QuickBooks Account ID, found at the bottom section of record.

4. Message briefly appears "Invoice is Created".

5. Scroll down to QuickBooks Info section.

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

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