How to Export Invoices to an Accounting System (QBO, QBD, Sage, etc.)

Invoices processed in the ERP can be exported directly to the integrated accounting system . There are two main ways to export: through the Invoice Information screen or the Accounting Billing screen.

Method 1: Exporting from the Invoice Information Screen

1. Process the Invoice
   Before exporting, the invoice must be marked as processed:

   • Open the Invoice Information screen. 

   • On the top-right side, check the Processed box.

   • Click Save.

2. Export the Invoice

   • After saving, the Export Invoice button (at the top) becomes enabled.

   • Click Export Invoice.

3. Monitor Export Status

   • At the bottom-right corner, the status will show Exporting.

   • If the export is successful, the status will change to Exported.

   • If the export fails, an error icon will appear in the same area.

     • Hover over the icon to see the error message.

Method 2: Exporting from the Accounting Billing Screen

1. Select Invoices

   • Navigate to Accounting -> Billing.

   • Use the checkboxes in the Selected column to mark one or multiple invoices.

2. Export Selected Invoices

   • Click the Export Selected button in the top-right corner.

   • All selected invoices will be exported in bulk.

Track Export Status

• In the Accounting Billing screen add the Export Status column to the grid if it’s not already visible.

• This column shows whether each invoice is Exported or Not Exported.

• The column can be filtered to show only exported or non-exported invoices.