Creating and Sending Invoices from iRestore to QuickBooks

Invoicing in iRestore is done out of the Financial Detail screen. The Financial Detail screen can be found on the Billing Tab of the Job Detail.

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The Financial Detail Screen allows for the creation of Estimates (Where Invoicing will be done from.), Payments, and Reserves.

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To open the Invoice Detail Screen, click the button marked below:

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The Invoice Detail breaks down by Line Items, as well as Type and Tax Code. (Tax Codes can be created within the Settings Menu -> Sales Tax)

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On the Invoice Detail screen, Items can be added, using the Items from the Item List imported from QuickBooks. If the Item List has not been imported into your iRestore, you can sync them here: http://helpdocs.irestore.io/quickbooks/retrieving-the-quickbooks-item-and-vendor-lists

You can also add items Manually if you are not using QuickBooks, but any items manually added will be unable to be sent into QuickBooks.

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Once your invoice is set up with the correct Line Items and Amounts, click Push to QB. Your Invoice should then appear under the correct Job in Quickbooks.