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Connect QuickBooks, import a spreadsheet, and keep records clear.
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Invoice your firm work
Find unbilled client hours, prepare an invoice, and send it or sync it to your firm books.
Invoices & accounting · For bookkeepers · 2 min readConnect QuickBooks Online
Bring customers, invoices, and recorded payments into the right company.
Invoices & accounting · Both workspaces · 2 min readResolve a QuickBooks connection issue
Know what to check when connection, sync, or a balance check needs attention.
Invoices & accounting · Both workspaces · 2 min readImport invoices from a spreadsheet
Upload Excel or CSV, match its columns, and review invoices before importing.
Invoices & accounting · Both workspaces · 2 min readAdd an invoice manually
Record an existing invoice and the customer who should receive its reminders.
Invoices & accounting · Both workspaces · 1 min readPreview, download, and share an invoice
Preview an invoice, download its PDF, and give your customer a private invoice link.
Invoices & accounting · Both workspaces · 4 min readStill need a hand?
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