How to Integrate Invoice2go with QuickBooks?

Invoice2go is a billing and invoicing software designed to help small businesses and freelancers manage their financial operations. The application creates professional invoices, aids in expense management, and streamlines the client payment experience by enabling online payments and automatically reminding of due bills. Invoice2go is part of the BILL family of software, which together creates a comprehensive and efficient accounting software platform. Invoice2go seamlessly integrates with the BILL products to streamline business operations and simplify financial transactions.

Some of Invoice2go’s standout features include:

• Customizable Invoices: Users have access to preset templates and customization options to create invoices.
• Time Tracking: Includes a built-in time tracker to record billable hours which can then be directly added to invoices.
• Expense Tracking: The application also supports expense tracking and management using the relevant receipts.
• Payment Options: Invoice2go also provides clients the option to complete their payment using the “Pay Now” button that can be added to the invoices.
• Multi-Platform Access: Invoice2go is available on both desktop and mobile platforms, making it flexible and versatile.

Invoice2go also supports integrations with third-party applications which unifies several services. Its integration with the widely used accounting software QuickBooks is of particular importance. The following sections of the blog will explore the advantages of integrating Invoice2go with QuickBooks and the steps for the integration.

What Are the Benefits of integrating Invoice2go with QuickBooks

The following points underscore the benefits of integrating Invoice2go and QuickBooks for users who rely on both applications.

• Automatically sync paid invoice information from Invoice2go to QuickBooks, reducing manual entries.
• By automating the data transfer between the applications, users can save time that can be put towards core business activities.
• Combining the invoicing capabilities of Invoice2go with the accounting functionality of QuickBooks provides organizations with a more comprehensive financial report.
• Users can also import clients and items from QuickBooks to Invoice2go, making it easier to manage customer and product information.
• Automatic data transfer also has the added benefit of being free from errors, ensuring that financial records are current and accurate.

How to Integrate Invoice2go with QuickBooks?

Listed below is the process of integrating Invoice2go and QuickBooks to create a one-way sync from Invoide2go to QuickBooks. Note that the integration is available only for QuickBooks Online users. The following process cannot be executed from the mobile version of Invoice2go and requires users to sync the platforms from the Web platform.

• Login to your Invoice2go account and click on Company Name at the top right corner.
• Click Account & Setting from the list of options.
• Locate QuickBooks and hit the Connect to QuickBooks option.
• Click on Connect to QuickBooks again. This will prompt QuickBooks to launch.
• On the page that pops up, log in using your QuickBooks Online credentials and hit Connect.

You have successfully synced the two platforms. There are a few fields that need to be mapped between the two, which vary depending on your requirements. Make sure that the currency you use in Invocie2go and QuickBooks are the same. You can also enable the client and/or item sync to QuickBooks from Invoice2go during the final steps, but it can also be completed later.

Connect with Apps4Rent to Streamline your QuickBooks Integrations

Ready to enhance your financial workflows with seamless QuickBooks integrations? Apps4Rent is an Intuit Authorized Hosting Provider that offers expert solutions to connect your QuickBooks accounts to third-party applications like Invoice2go. We also offer a variety of hosted QuickBooks Desktop solutions at attractive prices. Our team of cloud and virtualization experts will expertly handle the integration and tailor it to your unique requirements. Contact our dedicated support staff today to start simplifying your QuickBooks integration with Invoice2go. You can reach us over chat, call, or mail at any time of the day.