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Importing Invoices From QuickBooks

It is possible to import QuickBooks invoices from QuickBooks and automatically create Empower Jobs.



To do this:

1.  Within Empower ensure you are connected to QuickBooks - for more information see Connecting to QuickBooks.


2.  Once connected you should see a page similar to 

    

        
3.  Click on Click here to download invoices from QuickBooks (see highlighted above).

     You should then see something similar to the following

     
    This will display all invoices raised in QuickBooks in the last two months.

   
    Click on Import (highlighted above) to select a specific invoice to be imported and created as an Empower Job.  

   
    To select multiple Invoices click on the appropriate Multi Select Check box (highlighted above) and then click on Multi Import.  A maximum of 15 can be imported at a time.

   
    The QuickBooks number is used as the new Empower Job Number and the QuickBooks Produc for that Invoice becomes the Empower Product. 

     









 

See also