Login to GetMyInvoices > Choose “Synchronization” under your name in the right-hand dropdown menu > Click “Add Synchronization Account” > Click “Export” > Choose QuickBooks > Click “Continue”!
According to your preferences, choose how often synchronization will happen > Click “Extended Settings” and choose which document types and invoices should be synchronized with which day > Click “Connect”!
Log in to QuickBooks account, using your access data > Click “Connect”
Enter a name for the synchronization account, choose the QuickBooks account and the QuickBooks provider you want to synchronize > Click “Save” > As soon as you have added the QuickBooks synchronization, you can choose the QuickBooks account and provider for every supplier in the supplier module.
It will only take a few seconds before you can see the synchronization information under the main menu item “Synchronization” > That’s it! > The documents will be available to you in QuickBooks shortly after.
QuickBooks is a cloud-based finance management software by Intuit. It particularly supports small and medium-sized companies in creating cost estimates and invoices, controlling turnover and cashflow, managing customers and suppliers, monitoring tax, simplifying tax declarations, understanding a company’s performance, and planning budgets. This means a lot of time saved in managing finances.
Users who additionally apply GetMyInvoices increase the benefit. GetMyInvoices takes care of automatically importing the different documents to QuickBooks. The time-consuming manual uploading of invoices, receipts, etc, is omitted. The autopilot takes over those tasks. All you have to do is to link GetMyInvoices with QuickBooks.