Order sheet to QuickBooks invoice

QuickBooks Online export

Formatted for QuickBooks Online invoice import. This demo does not connect to QuickBooks.

• Pick MM/DD/YYYY when mapping dates.
• QuickBooks Online imports up to 100 invoices and 1,000 rows per file. It can't import invoices this way if sales tax is set up in QuickBooks.
• Before importing, set up DEP-HB and DEP-SX as items that post to a keg deposit liability account, and make sure the SKUs match your QuickBooks product/service names (otherwise QuickBooks uses Sales).
• QuickBooks invoice import can't take negative lines, so keg credits go on a separate credit memo.
• Where stock and order history come from: in a real setup, your price list, an on-hand stock export and recent invoices. In this demo they are fictional sample data.
• What it doesn't do: it doesn't post to QuickBooks, it makes an import file. It can't know about changes agreed by phone; a person confirms those.