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A QuickBooks invoice can be created from the CRM.


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 .

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.

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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