Once you have your Estimating and Invoicing setup in LMN, you can begin to push Estimates to Quickbooks (if applicable) or Generate Invoices. If you have Accounting staff who will be assisting with the above, you can provide them with this article for training purposes.
Depending on whether you use Quickbooks Online or Quickbooks Desktop, please see the following Integration Guides, which will walk through the setup of sync application.
- Quickbooks Online: Click HERE for instructions on Quickbooks Online integration.
- Quickbooks Desktop: Click HERE for instructions on Quickbooks Desktop integration.
Marking Estimates for Quickbooks Sync
Once your estimates have been approved by the customer, you will mark them for Export to your Quickbooks. To see steps on how do this, click HERE.
If your company uses LMNPro, you can invoice out of LMN Time and push that data to your Quickbooks.