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Linking ProSeries invoices to Quickbooks Desktop

kdaglobal
Level 3

I am running Proseries Professional and I have been told by PS reps that it is possible to import my ProSeries invoices directly to the client in QB to eliminate double-entry. 

There are even questions here (answered by ProSeries reps) that state it is possible but with no explanation as to how!

However, no one I speak to at ProSeries actually knows how...and told me to call Quickbooks. Before I go down that rabbit hole, anyone have any ideas?  Thanks so much!

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Accepted Solutions
kdaglobal
Level 3

Found it! From Home Base, go to "Tools" , then "QB Billing/Customer Update", then "Create QB Invoices". Super easy and fast.

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3 Comments 3
kdaglobal
Level 3

Found it! From Home Base, go to "Tools" , then "QB Billing/Customer Update", then "Create QB Invoices". Super easy and fast.

OzNY
Level 3

It's grayed out, so I cannot export an invoice from Proseries Professional to Quickbooks desktop.  How can I change that so it will work

 

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qbteachmt
Level 15

Read this topic for making or updating the link to the QB data file:

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/sending-proseries-invoi...

 

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