Syncing Invoices from DeskDay to QuickBooks
Navigate to the Invoice Section
Go to the Billing section in DeskDay.
Select the Invoice tab to view the list of invoices.
Locate the Invoice
Find the invoice you want to sync with QuickBooks.
Sync the Invoice
You can sync invoices to QuickBooks in two ways:
Option 1: Sync from the Invoice View
Open the invoice after saving it.
Click Sync to Accounting and select QuickBooks.
Option 2: Sync from the Invoice Table
Hover over the invoice in the invoice list.
Select the invoice you want to send.
Click Sync – QuickBooks.
Complete the Sync
Once synced, the invoice will appear in your QuickBooks account.
Payment Sync & Updates
Payments completed in QuickBooks will automatically sync back to DeskDay.
If you make any changes to the invoice in DeskDay, be sure to sync the invoice again to update it in QuickBooks.