Vinosmith can create Quickbooks Invoices from Orders.

Your account will need to be configured with Quickbooks integration, the rest of this article assumes the integration is in place.

Creating Invoices requires the Account and Wine data on the order to be mapped to Customers and Items, respectively.

There are two ways a QB Invoice can created: one-at-a-time or in multiple in a batch.

How to create a single Invoice

  1. Only confirmed orders can be pushed to Quickbooks. Once an order is confirmed, in place of the "Confirm" button is now a "More Actions" drop-down.

  2. In this drop-down is an option to Export , when you choose this option a Quickbooks Online option appears in a pop-up.

  3. On the following screen you are presented with the Order details. If the Account and Wines in this order are all mapped then the submit button is available. If there are any missing mappings then you can search for the corresponding record and create the mapping immediately. This mapping persists and will not need to be performed again, for the same item.

  4. At the bottom of the form is additional order details which you can adjust.

  5. Finally, click on the submit button and the invoice will be immediately pushed to your Quickbooks Online

How to Batch Submit Invoices

The above steps detail how to push a single Invoice to QB. Vinosmith also has the ability to push multiple Invoices at once. See this article for how to batch submit Invoices to QB