Skip to main content

How can I bring in orders grouped daily instead of monthly into QuickBooks?

Get 1 QuickBooks invoice per day instead of 1 per settlement.

By default, ConnectBooks sends 1 invoice per settlement (payout) to QuickBooks. If a payout crosses into a new month, it's split into 2. You can switch to 1 invoice per day instead.

Who can use it

The Diamond and Platinum plans. It isn't available on Gold or Lite plans.

How to turn it on

Contact ConnectBooks support and ask us to switch your store to "Daily". Only our team can turn this on.

Frequently asked questions

Can I get 1 invoice per order instead?

Yes. Ask support for "Single Orders". See How can I bring in every order individually into QuickBooks?

What other options are there?

You can pick Weekly or By Settlement yourself, on the store's QuickBooks tab.

Did this answer your question?