Although ConnectSx now has a built-in Quickbooks integration, if you have a custom configuration for Quickbooks you may need to import Invoices directly to your Quickbooks environment. This article will show you how…
Download the Invoice .CSV
First you must Complete the Event by entering the PO # in your Event (bringing it to a Completed Event status)
Now the Invoice will be available for download
Navigate to the Event detail screen
Click on the “More” breadcrumbs
Select “Generate Invoice”
Then select “Download CSV”
Now the invoice will download to your system as a .CSV
Import your .CSV to your Financial system
Look for documentation in the support portal or knowledge base of your financial system provider for more information on how to import invoices or .CSV documents.
We cover an example, Quickbooks, below:
Import the .CSV to Quickbooks
Next you need to take the .CSV you just downloaded and import it into Quickbooks.
First log into your Quickbooks account
Navigate to Settings → Import Data → Invoices
Then follow the instructions
For more information on how to make sure your import is successful, please refer to the Quickbooks documentation for imports.