If they do not match, your setup will be incomplete.
#Invoice to go help update
If they don’t, you’ll have to update your currency in either Invoice2go or QuickBooks, so they match before you can link your accounts. The currency you use in Invoice2go should match the currency you use in QuickBooks.Ensure that the currency you use in Invoice2go and the currency that you use in QuickBooks match.If you have multiple taxes in Invoice2go and QuickBooks you can manually map these using the dropdown menu within the QuickBooks section of your Invoice2go settings.Please note: You must check the box to confirm your taxes are correct to complete the setup.If taxes do not match, you will need to manually reconcile your invoices in QuickBooks. If they don’t, you’ll want to update your taxes in either Invoice2go or QuickBooks, so they match before linking your accounts. The taxes you use in Invoice2go should match the taxes you use in QuickBooks.Choose which revenue account in QuickBooks you’d like your invoices to be sent.Now that you've successfully synced your QuickBooks account to Invoice2go, the following steps will need to be taken to complete the integration: Log in with your QuickBooks credentials, and click on Connect You will be redirected to the QuickBooks login page.
Click on your Company name in the top right corner.Invoices marked as paid on the mobile app will still reflect on your QuickBooks account, but the setup can only be done on our Web platform. Please note, to integrate QuickBooks with your account you will need to be logged into Invoice2go on a desktop or laptop computer for the initial setup.
#Invoice to go help how to
How to sync your Invoice2go account with QuickBooks If taxes and or currency do not match, you will need to manually reconcile your invoices in QuickBooks. If they don’t, you’ll want to update your taxes and or currency in either Invoice2go or QuickBooks, so they match before linking your accounts. Important : You will want to ensure that both your tax and currency information is matching in both your Invoice2go and QuickBooks accounts. Only invoices marked as paid after the integration has been set up will sync with QuickBooks. Please note, this integration does not sync invoices retroactively.
Once your Invoice2go account is linked with your QuickBooks account, each invoice marked as fully paid will automatically sync with your QuickBooks account, along with client and item information. This integration will allow you to sync your Invoice2go paid invoices with QuickBooks automatically. This way, you can seamlessly keep track of your business across multiple platforms and keep your accountant happy. With Invoice2go integrations, you can link your QuickBooks account to Invoice2go to automatically sync your paid invoices and clients with your QuickBooks account.
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