How to generate a Quickbooks invoice

Generating a QuickBooks invoice is easy. Before you get started make sure your Tempo account is a Moderato-level account or higher. Create the desired report containing the time slips you want to invoice, and then click the Invoicing tab. You will see the Invoice form and you can use the first drop down menu to select ‘Quickbooks.’

The fields “Quickbooks Account”, “Invoice #”, and “Item” are required for a successful import into Quickbooks. Depending on your QuickBooks chart of accounts you many want to adjust the account and item settings. Fill in the appropriate information and click the “Create invoice” button to generate the invoice for QuickBooks.

Download the QuickBooks invoice file and import it into Quickbooks. Once you import the invoice, simply select the Quickbooks Customer/Job to finalize!