Quickbooks online and Inegration Invoices Module Issue
SOLVE
Hi all,
I have been having an issue with the QBO integration and getting the "Integration Invoices" module to show up in deals to create or add invoices to a deal for the past week.
Anyone else having this issue?
So far I have uninstalled the integration, reintsalled, tried logging in with only 1 of the three business connected to the login. No success.
Took a look in right sidebar settings and no option there either.
Quickbooks online and Inegration Invoices Module Issue
SOLVE
Hey @JDavis60, thank you for posting in our Community!
I understand you are looking to create a Quickbooks Invoice with the help of the integration that is installed in your portal. At this moment the Integration Invoices section on the deal records has been removed.
To create a QuickBooks invoice directly, you can use a deal-based workflow where you'll see the option to create a Quickbooks Invoice action, or you can make an invoice in HubSpot manually and have it sync over to Quickbooks!
Quickbooks online and Inegration Invoices Module Issue
SOLVE
@PamCotton Quick question about your reference to "you can make an invoice in HubSpot manually and have it sync over to Quickbooks." In the integration settings, invoices can only flow from QBO to HS. If you create an invoice in HS, it does not flow to QBO. Is there a way to change that?
Quickbooks online and Inegration Invoices Module Issue
SOLVE
Hey @JDavis60, thank you for posting in our Community!
I understand you are looking to create a Quickbooks Invoice with the help of the integration that is installed in your portal. At this moment the Integration Invoices section on the deal records has been removed.
To create a QuickBooks invoice directly, you can use a deal-based workflow where you'll see the option to create a Quickbooks Invoice action, or you can make an invoice in HubSpot manually and have it sync over to Quickbooks!