Please Note: The following information is presented assuming your QuickBooks Online account has been connected and configured with Shopmonkey. If you still need to connect your QuickBooks Online account to Shopmonkey, please check out Set Up QuickBooks Online Integration to learn more.
Send Invoices to QuickBooks
Auto-Send Invoices
On the QuickBooks Settings page (Settings → QuickBooks), select the Invoices tab.
Manage your QuickBooks Invoice settings.
Auto-Send Invoices: Toggle on to automatically send invoices to QuickBooks when you convert them to an invoice in your shop
Send Invoice Info: Toggle on to include invoice info (estimate number, customer, vehicle) to message fields in QuickBooks. Select to share on invoices, statements, or both
Sync Invoice Numbers: Toggle on to keep Shopmonkey and QuickBooks invoice numbers the same
Check Send Status or Manually Send an Invoice
After you convert an estimate to an invoice, a QuickBooks tab will appear on the right-side panel of the work order. View the Status of the invoice in QuickBooks (Sent, Not Sent), Last Sent, and QuickBooks Invoice.
If you do not have auto-send invoices turned on, select Send to send the invoice to QuickBooks.
Out of Date Status
Does your QuickBooks invoice status say Out of Date? Once the invoice has been sent to QuickBooks, any changes made to the invoice will change the QuickBooks status to Out of Date.
If the auto-send invoices setting is turned on in your shop, Shopmonkey will automatically send the update to QuickBooks and the status will update to Sent when finished
If you do not have the auto-send invoices setting turned on in your shop, you will need to click the Update in QuickBooks button to send the changes over (if desired)
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