In order to export Invoices to Quickbooks Desktop -- we have built an exporter.
🚨 Currently Monograph's Exporter is not compatible with any version later than 2017.
1. Confirm Items match within Quickbooks and Monograph
Ensure you have Items in Quickbooks Desktop that match how you create your invoice through Monograph
2: Export to CSV
You may reach this screen by clicking on "Invoices" from the main menu, then clicking on the specific invoice # for the invoice you wish to export from the list. Once the invoice is selected, click on "Preview" from the navigation menu, then click on the "Quickbooks Desktop" button to download your export.
3. Open Import Invoice
While in Quickbooks Desktop, click on File > Import > Transactions > Invoices
4. Confirm AR Account (Copy/Paste into Monograph Export)
In the Import modal, click the drop-down under AR Account and choose the appropriate account > Copy/Paste that info into the exported CSV file under AR Account for all fields
6. Confirm Invoice Number
Ensure the Invoice Number in the Monograph CSV does not already exist as a number within Quickbooks Desktop. If so, change it prior to this process.
7. Copy/Paste CSV
From Monograph copy/paste directly into Quickbooks Desktop Import modal and confirm Invoice is available in QBD