Exporting and Invoice to QuickBooks Online
Mydoma Integrates with QuickBooks in a single way push method, this mean that you can only export fully paid invoices to QuickBooks, this is done to avoid any confusions and/ or complications occurring at later stage.
The goal here is to reduce extra effort on your part. Ideally to have this integration work as efficiently as possible you should be using these steps:
Create Invoices click on the link to learn more about creating invoices correctly and efficiently.
Send the invoice to the client to pay via email in Mydoma Studio or alternatively accept another payment method and use the “mark as paid” feature in Mydoma Studio
Only once the invoice has been paid you can click on the option to "Export to QuickBooks."
You can export invoices that you have previously accepted payment for in Mydoma Studio.
BUT only export invoices to QuickBooks that you haven’t already manually entered.
Once you have sent an invoice to QuickBooks you WILL NOT be able to send it again. It would cause errors in your books, so for your protection it is set to not be able to resend. If you need to make edits you will need to make edits in both Mydoma and QuickBooks separately. So be sure everything is correct before you send your invoice.
You CANNOT export an invoice with negative total to QuickBooks
You can export invoice with a balance of $0
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.