1. Go to the Inventory tab and select Sales. Click Add Invoice.
2. Enter Invoice Details
Select an existing customer from the list or create a new customer.
Enter the Invoice Number and Date.
Add the item(s) being sold.
Specify the Quantity, Cost, and select the Warehouse where the item should be deducted from.
Click Save to generate the invoice.
3. Export the Invoice to QuickBooks
Before exporting, ensure that your accounts are properly linked:
Go to Stores and Files and choose Inventory Files. Select Accounting Settings.
Choose the correct Income Account for recording sales.
Return to the Invoice Section.
Click Export Invoice to QuickBooks.
The invoice will appear in QuickBooks with the same details as entered in ConnectBooks.
Step 4: Handle Cost of Goods Sold (COGS)
A separate export is required to account for the cost of sold items. Click the export button in the COGS column. This will:
Decrease Inventory Asset.
Increase Cost of Goods Sold.
To modify or re-export an invoice, click the three dots in the More column.
To modify Customer Information if needed, go to the Inventory tab and select Inventory Lists. Select the Customers column and edit as necessary.
For any additional questions, please reach out to support. We’re here to help!