QuickBooks Integration

With this handy integration, each time your client accepts a Qwilr Page, a new draft invoice automatically appears in your QuickBooks account.

In this article:

• Setting up the QuickBooks integration
• Automatically creating a QuickBooks invoice
• Manually creating a draft QuickBooks invoice
• Disabling the QuickBooks integration

The draft invoice will contain the contents of your Qwilr Quote widget. You can generate an invoice manually anytime, and also have an invoice generate automatically when your client accepts the quote. 

Setting up the QuickBooks integration

Step 1. In your Qwilr account, go to Integrations on your left sidebar in your Qwilr dashboard. 

Step 2. On the integrations page, choose QuickBooks. Then click the Connect to QuickBooks button.

Step 3. Follow the prompts to authorize Qwilr to connect with your QuickBooks account.

Step 4. To ensure that Qwilr and QuickBooks are using the same taxes, be sure to set up the Map Taxes section. If the taxes aren't mapped, the integration won't work. If you aren't using taxes at all, make sure to remove the default taxes from Qwilr. 

Below is the tax mapping display you'll see in Qwilr. When you see an X, the taxes aren't mapped. Use the dropdown menu to select the correct QuickBooks tax.

When there is a green check mark, the taxes have been mapped.

Your integration between Qwilr and QuickBooks is now enabled!

Automatically creating a draft QuickBooks invoice

When the QuickBooks integration is enabled, any page can with an accept block can automatically generate an invoice on accept. To get started, go to the very top right of your page in editor and the vertical three dot menu for more actions. Here you will find the QuickBooks option.

From there, select a Contact from your existing contacts drop down menu. Next enable the Create Invoice on Accept switch. Now when your client accepts this page, a new draft invoice will automatically appear in your QuickBooks account.

Manually creating a draft QuickBooks invoice

You can also create an invoice anytime before the page is accepted. Head to the very top pright of your editor and select the more actions vertical 3-dot menu, then select QuickBooks.

Select a Contact from your dropdown of synced QuickBooks contacts, then cick the Generate Estimate button. A new draft invoice will be generated in QuickBooks.

Disabling the QuickBooks integration

You can disable the QuickBooks integration at any time by going into your QuickBooks integration settings in Qwilr and clicking Disable. 

Need help? Contact us at help@qwilr.com.