Once QuickBooks is connected, LSC Administrators can adjust how Boostlingo exports invoices and bills.

Navigate to Configuration>Company>Integrations and select Edit next to QuickBooks.

The Edit control next to QuickBooks under Configuration > Company > Integrations

· Add new customers to Quickbooks on invoice export — automatically create a customer in QuickBooks if none is found for a given account invoice. Off by default.

· Add new Vendors to Quickbooks on bill export — automatically create a vendor in QuickBooks if none is found for a given interpreter invoice. Off by default.

· Use expenses breakdown while generating invoices — show quantity and rate for Fuel/Mileage and Travel Time expenses in the QuickBooks invoice. On by default.

· Use rate breakdown while generating invoices — create a line item per rate applied. On by default.

· Allow Online Payments for Quickbooks invoices — allow online payments for QuickBooks invoices. Off by default.

· Export Invoice as Final — export invoices to QuickBooks in a final (rather than draft) state.

Tip: The same screen is where you map Call, Appointment, Expense, and Additional Invoice Items to QuickBooks Items and Classes, and where you run QuickBooks Data Sync.

The QuickBooks settings screen

· For LSC admins: if an exported invoice doesn’t look the way you expect, review these settings, then reach out to Boostlingo Support with an example invoice. If you’re unsure how to reach Support, contact your Account Manager.

· QuickBooks integration

· QBO integration troubleshooting