Send invoices to QuickBooks Online

Settings - QuickBooks Online

After you finalize an invoice in CCH iFirm, you have the ability to send that invoice to QuickBooks Online. An invoice can be unfinalized in CCH iFirm, then re-sent to QuickBooks Online.

  1. Click Jobs & Billing > Invoices.
  2. Click the Finalized Invoices tab.
  3. Use the filtering options, if required, to view only relevant finalized invoices.
  4. Click on a row to open the invoice.
  5. Click the Send to QBO button.
  6. Select the sales term applicable for this invoice from the list. You must select a sales term in order to send the invoice to QuickBooks Online.

    Note: Your last selection will be saved as the default for the sales term when sending invoices to QuickBooks Online.

  7. Select a sales tax code from the list, if applicable. See the items to note about sales tax.
  8. Select the QuickBooks Online service from the list that should be linked to the CCH iFirm job type. The options in the list are the services from QuickBooks Online. Once you link a CCH iFirm job type to a QuickBooks Online service, CCH iFirm will save that selection as the default for the job type when sending invoices to QuickBooks Online.
  9. Select the Use iFirm invoice number in QBO check box to use the invoice number assigned by CCH iFirm in QuickBooks Online.
  10. Click Send to QBO.
  11. Click OK to confirm the invoice was sent to QuickBooks Online.

    A QuickBooks Online icon will be displayed on the Finalized Invoices tab of the Invoices page indicating it was sent to QuickBooks Online.

Notes:

  • Invoices can only be linked to a single contact. If the invoice belongs to multiple contacts (Contacts > Groups), then each contact must have a separate invoice totalling the invoice amount.
  • Note that, when sent to QuickBooks Online, lines from invoices created using the Add Simple Line option will be automatically assigned to the default QuickBooks Online product or service.

  • For a list of fields that are sent to QuickBooks Online from CCH iFirm when an invoice is sent, click here.

  • For a list of fields that are sent to QuickBooks Online from CCH iFirm when an invoice is resent, click here.

Item to note about sales tax

  • If sales tax is not enabled on your QuickBooks Online site, you will be prompted to enable sales tax in QuickBooks Online in order to proceed with sending the invoice.