Export Invoice data from AccountSight to QuickBooks Online Invoices

AccountSight users can synchronize AccountSight time tracking data for their employees and contractors with QuickBooks (Both Desktop and QuickBooks Online) timesheet and Payroll. Timesheet data in QuickBooks can be used for generating invoicing or processing payroll.

Here are the steps to transfer your invoice data to QuickBooks Online:

Step 1: Integrate AccountSight with QuickBooks Online

Step 2: Complete your QuickBooks Online Invoice mapping under Settings

Settings > Integrations > QuickBooks Online > Invoice Mapping

AccountSight Invoice Data Mapping with QuickBooks Online Invoice

The following are the default field mapping to export data from AccountSight to QuickBooks Online:

  • AccountSight Customer Name same as QuickBooks Online Customer Name
  • AccountSight Invoice Items Name same as QuickBooks Online Service/Items
  • AccountSight Payment Terms same as QuickBooks Online Payment Terms 
  • AccountSight Payment Methods same as QuickBooks Online Payment Methods

You can update the default mapping.

1Customer

2Invoice-Items

3Payment-Terms

4Payment-Methods

Step 3) Process to Export AccountSight Invoice Data to QuickBooks Online

Login to your AccountSight account as the admin. Go to Reports > Invoice tab. Use the filters to choose the Customer, Project, Payment Status and Invoice Status. Click on the 'QuickBooks Online Export' button

1Invoice-exporting

2Validating

3continue

4Exporting 8Data-exported-message

9Invoic-data-in-QBO

10Manual-invoice-data-in-QBO1

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