Once you've set up the QuickBooks integration for SkySlope Books, bills and/or invoices can automatically or manually sync to QuickBooks.
In this article, we will cover:
- How to Automatically Sync Bills/Invoices
- How to Manually Syncing Bills/Invoices
- Accessing SkySlope Books Bills/Invoices in QuickBooks
- Viewing Bills/Invoices in QuickBooks
Important:
- There is only a one-time sync from SkySlope Books to QuickBooks. After the sync is completed, if the bill/invoice is updated, the updated information will not flow into QuickBooks and vice-versa.
- Bill/Invoice payment status is not sent as part of the sync.
How to Automatically Sync Bills/Invoices
1. Navigate to Settings > Integrations > QuickBooks
2. Click on the Integration Settings tab
3. When the toggle is blue, automatic syncing is turned on.
How to Manually Syncing Bills/Invoices
Follow these steps to manually sync a bill or invoice to QuickBooks.
1. In the left menu, navigate to Bills or Invoices. Locate the bill/invoice you want to sync manually.
2. Click to open the bill/invoice. Then click Sync with QuickBooks.
3. Once synced, you will have the option to View in QuickBooks.
Important: There is only a one-time sync with QuickBooks. Upon syncing, certain
4. After clicking View in QuickBooks, a new tab will open, and you will be directed to that bill/invoice in your QuickBooks account.
Accessing SkySlope Books Bills/Invoices in QuickBooks
Whether you sync manually or automatically, there are two ways to view a bill or invoice in QuickBooks.
1. Accessing QuickBooks from the Invoice / Bill in SkySlope Books
- Navigate to Sales (A/R) for Invoices or Purchases (A/P) for Bills.
- Locate the Invoice/Bill you want to view and click on the line item to open.
- Click View in QuickBooks. A new tab will open where you can view the Invoice/Bill in QuickBooks.
2. Accessing Invoices/Bills by logging into QuickBooks
- Navigate to the QuickBooks online login page
- Login with your credentials
- Locate the Invoices / Bills screen in your Left Navigation bar
- Note: SkySlope Books Bills will be found in the Expenses tab within the Bills screen
- Click on the screen you would like to access
- The invoices/bills that have been automatically or manually synced from SkySlope books will be displayed
Viewing Bills/Invoices in QuickBooks
Reminder: There is only a one-time sync from SkySlope Books to QuickBooks. After the sync is completed, if the bill/invoice is updated, the updated information will not flow to QuickBooks and vice-versa.
After accessing Bills/Invoices in QuickBooks, you can view the invoice in QuickBooks. See below for the fields that will populate from SkySlope Books into QuickBooks.
Invoice Field Syncing:
QuickBooks Invoice:
Bill Field Syncing:
QuickBooks Bill:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article