New Features

Jump to an Invoice in QuickBooks or Xero from the Quikflw Invoice

Tim RandallLeave a comment

Once you have a sales invoice exported into either Xero or QuickBooks you can now open that directly from Quikflw.

On the invoices’ list screen you click on the QuickBooks or Xero icon. This opens the invoice in the accounts software in another browser tab.

Xero

XeroLing

QuickBooks

LinkQB

If you can’t see the column, go to the Cog -> Invoice Settings -> Show/Hide Search Columns and make sure that ‘Link to Invoice in Accounts Software’ is set to ‘Show’.

You can also open it from the invoice edit screen using the QuickBooks or Xero icon.

qb Edit

If you can’t see the icon, make sure you click on ‘Show More Settings’. The icon will not appear if the invoice has not been exported.

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