QUICKBOOKS BILLING

In order to be able to use the QuickBooks Billing module, you need to be using the online version of QuickBooks, and not the desktop version.  Also, you must have this module activated in your license. QuickBooks Billing is an Add-on Module which can be requested by contacting your sales representative. For our video on this matter, click here.

1. From the case profile, click on Billing then QB Billing.
2. From here, you will need to link the client profile (from QuickBooks) to the case you're currently in.  To do this, enter in the QuickBooks entity's name, and click find.
3. Click the Select link next to the name of the entity you'd like to link to the case.
4. Click the Create Charge button.
5. Click the Add Charge Item button.
6. Using the fields that appear, add the charge items that you would like to associate with this case.  If you wish to add multiple charge items, simply click the Add Charge Item button for each additional line.
7. When done, click on the Submit Charge to QB button. Once you do that, the page will refresh and you'll see the total amount charged, as well as the status of the charge.
   1. PLEASE NOTE: Charges can either be set to pending, which means that the via QuickBooks you will need to accept the charge; OR automatically set to accepted. You can set up the default status of charges via the administrative tools.
8. From here, you may create another charge, or log in to your QuickBooks account to complete any other billing activities regarding the charges you have just created.