QuickBooks Invoice
iEnterprise CRM has a good integration with QuickBooks but it does not intend to duplicate accounting, payment and other QuickBooks functions.
However, iCRM supports QuickBooks invoice creation when an Opportunity for an Account or Customer is Won. This will also facilitate creation of New Accounts that your sales team might have been nurturing but may only be doing sales transaction for the first time. Again, this will make your QuickBooks instance clean where only Accounts with sales transactions are kept.
Prerequisites
- 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.
Won Opportunity
Invoice creation is only available for opportunities that are already "Won"
How to Create a New Invoice
1. From the Object Navbar, click on the Opportunity module.
2. Open an Opportunity record.
3. Click on the button QuickBooks and select Create Invoice.
Note: This option is displayed only for Opportunity that is already "Won" and invoice is not yet created on QB.
4. 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.
5. Message briefly appears "Invoice is Created".
6. Scroll down to QuickBooks Info section.
7. Notice that the QuickBooks Invoice ID field is set.
This Account is now added to QuickBooks.
Email is sent to the email address set on your QuickBooks Integration Setting. It includes a link to the original Opportunity record.
On iCRM, this Account now has a QuickBooks Account ID, found at the bottom section of record.
Note that NO Email is sent to your Customer. All mailing is still coming from QuickBooks.
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