Quickbooks Invoices

Download all invoices from QuickBooks, saving them directly as invoices in Labii.

Overview

The Labii QuickBooks Invoices widget provides a powerful tool for users to seamlessly import their financial data from QuickBooks into Labii. With this widget, users can download all invoices from QuickBooks, saving them directly as invoices in Labii. Additionally, the widget transfers each invoice line item from QuickBooks into Labii’s invoice items, creating a detailed and organized record of each transaction. This integration ensures a unified view of invoicing data, making it easier to manage, track, and analyze financial information all within the Labii platform.

Use case

• Download all Quickbooks Invoices.

Configuration

The following information is required to specify where the invoices data should be stored by the widget.

• Authorization Information

  • Realm ID - The realm ID is a unique identifier for your QuickBooks Online company.

  • Refresh Token

  • Is Sandbox - Select if you are using the QuickBooks Online sandbox environment.

• Projects Information

  • Projects - Select the projects to be assigned to the accounts and contacts.

• Invoice Information

  • Invoice Table - The table that stores the invoices

  • Invoice: Quickbooks Invoice ID - The column that stores the Quickbooks

  • Invoice ID Invoice: Quickbooks Sync Token - The column that stores the Quickbooks Sync Token

  • Invoice: Invoice ID - The column that stores the Invoice ID

  • Invoice: Account - The column that stores the account

  • Invoice: Contact - The column that stores the contact

  • Invoice: Fiscal Year - The column that stores the fiscal year

  • Invoice: Due Date - The column that stores the due date

  • Invoice: Memo - The column that stores the memo

• Invoice Item Information

  • Invoice Item Table - The table that stores the invoice items

  • Invoice Item: Quickbooks Line ID - The column that stores the Quickbooks Line ID

  • Invoice Item: Invoice - The column that stores the invoice

  • Invoice Item: Product - The column that stores the product

  • Invoice Item: Quantity - The column that stores the quantity

  • Invoice Item: Discount - The column that stores the discount

Interface

The widget's interface is straightforward, featuring a simple "Start Download" button.

Download

After all information is provided in the configuration. Click the Start Download button to start downloading data from Quickbooks. If invoice record is already present in the system, it will be updated.