Syncing SME Invoices with QuickBooks

Default Export New Invoices to QuickBooks

If you want all new invoices created in SME to export to QuickBooks:

1. Go to Setup module > Company > Order.

2. Click Edit.

3. Check Default Export for New Invoices. (image below) and click Save.

Now that Default Export for New Invoices is checked, you will see in all new invoice created the Export to QuickBooks checkbox will be checked (image below). After the invoice is synced to QuickBooks, this box will be unchecked.

Sync Edited Invoice:

If you edit an invoice in SME that was already synced with QuickBooks, check Export to QuickBooks again. On the next sync the original invoice in QuickBooks will be deleted, and the new one created based on the updated SME invoice.