QuickBooks Integration

Modified on Wed, 4 May, 2022 at 3:11 PM

Integration with QuickBooks allows creating the order-related tax documents directly from Valigara. 

To use the integration, setup the QuickBooks account first

  • After the successful setup, the API status connection becomes Connected 

To issue documents

  • In the Orders page, select relevant orders
  • Go to Invoicing menu -> Issue invoices 
  • In the Issue Invoice dialog
    • select relevant type of document ("Invoice" / "Receipt" / "Credit Invoice")
    • Select the VAT setting
      • Default - uses the default QB setting
      • Included - the order value sent to QB includes VAT
      • Exempt - the value sent to QB does not include VAT
    • Select the currency for issued documents
    • Select the language of the document
    • Select the document date


After the document is created

  • The field Invoice in the order is filled with the invoice ID
  • The invoice document is stored in the order under "Attachments", and is available for download
  • The invoice number is available for export

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