QuickBooks
Send an invoice to QuickBooks and resolve mapping or conflict states
Enable invoice export, pass preflight, create/update the correct QuickBooks invoice, and handle external changes safely. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Company admin, accounting manager.
- Connected QuickBooks
- invoice export enabled
- company-admin invoice access
- saved invoice
- customer and item/tax mappings or allowed auto-create.
Company Settings → Features → QuickBooks Invoice Export → Customize; invoice editor #/invoices/:id/edit → Send to QuickBooks/Update QuickBooks
Send an invoice to QuickBooks and resolve mapping or conflict states
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Open the workspace
In JobBuddy, go to Company Settings → Features → QuickBooks Invoice Export → Customize; invoice editor #/invoices/:id/edit → Send to QuickBooks/Update QuickBooks.
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Confirm access and starting state
Connected QuickBooks; invoice export enabled; company-admin invoice access; saved invoice; customer and item/tax mappings or allowed auto-create.
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Complete the main setup
Review item mapping mode (single default Product or Service versus per-line product), customer mapping/auto-create, taxes, preflight, save-before-export prompt, first send versus update, Exported/Failed/Conflict states, linked import candidates, conflict resolution, and QuickBooks-side edits.
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Verify the result
Enable invoice export, pass preflight, create/update the correct QuickBooks invoice, and handle external changes safely.
Expected result: Enable invoice export, pass preflight, create/update the correct QuickBooks invoice, and handle external changes safely.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Connected QuickBooks; invoice export enabled; company-admin invoice access; saved invoice; customer and item/tax mappings or allowed auto-create.
The result is incomplete or unexpected.
The feature requires an active connection and explicit enablement; single-default versus per-line mapping, customer creation/mapping, tax codes, unsaved changes, sync status, imports, and conflicts determine behavior.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Enable invoice export, pass preflight, create/update the correct QuickBooks invoice, and handle external changes safely.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.