In order to export Invoices to Quickbooks Desktop -- we have built an exporter. 

Step 1: Confirm Items match within Quickbooks and Monograph

Make sure you have Items in Quickbooks Desktop that matches how you are going to create your invoice in Monograph.
By Role
By Phase
By Activity

If you're invoicing by any of these item types, make sure you have each item type from Monograph as an Item within Quickbooks Desktop. 

Step 2: Export to CSV

On the invoice "Preview" screen on the left is the export button under Export CSV => Quickbooks Desktop

Step 3: Open Import Invoice

In Quickbooks Desktop go to => File => Import => Transactions => Invoices


Step 4: Confirm AR Account (Copy Paste into Monograph Export)

In the Import modal, click the drop down under AR Account and pick the appropriate account => Copy paste that into the exported CSV file under AR Account for all fields.

Step 5: Confirm AR Account (Copy Paste into Monograph Export)

n the Import modal, click the drop down under Customer:Job and pick the appropriate job => Copy paste that into the exported CSV file under Customer:Job for all fields.

Step 6: Confirm Invoice Number

Make sure the Invoice Number in the Monograph CSV does not already exist as a number within Quickbooks Desktop. If so, change it.

Step 7: Copy Paste CSV from Monograph into Quickbooks Desktop Import modal.


Step 8: Confirm Invoice in Quickbooks Desktop!

Step 9: Send away!

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