Once a PI adminstrator enables the "Project Insight for QBO" Add-On, you'll be able sync Project Insight Invoice Records to QBO invoices. Here's how the wizard flows:
Build a PI Invoice Record
However you invoice, Project Insight has a Invoice Record method for you. You can use our proposals for milestone or fixed billing or use our Time Entries or Expense Entries for time and materials billing.
Send to QBO
Click the "Send to QBO" button to initiate the flow. If you have already mapped the Company, the job, and the QB codes, you won't have to answer any of the following questions. We'll help you map anything QB doesn't recognize.
The following example assumes you have not mapped yet:
- Map the Company to a QBO Customer
- Map the Project to a QBO Job
If you don't see the job in QuickBooks yet, create the job in QBO
- Map the PI Codes to any QBO Product or Service
And that's it. Send to QBO, and you'll see the invoice in QuickBooks Online.