There are three distinct methods for posting invoices from TSPO to QuickBooks. You can either post invoices individually one at a time, Posting multiple Invoices at once, or Batch Posting. All three methods are covered in detail below.
Posting Individual Invoices
Step 1: Navigate to the Pending Invoices page
Step 2: Open the Invoice you wish to post by clicking on the Invoice Number
Step 3: Click the 'Post to QB' or 'Post to QBO' button near the top of the Invoice
As soon as the next sync occurs between TheServiceProgramOnline and your QuickBooks the Invoice will be visible in both programs.
Posting Multiple Invoices
Step 1: Navigate to the Pending Invoices page
Step 2: Use the filters located above the Pending Invoice table to filter down to which Invoices you want to post.
Step 3: Click the green 'Post to QuickBooks' button and select whether or not you wish to advance the stops associated with those invoices on the Route Schedule.
Note that only the invoices that are shown on the table after making your filter selections will be posted to QuickBooks.
Batch Posting Invoices
Step 1: Navigate to the Pending Invoices page
Step 2: Access the Table Menu and select 'Batch Post'
Step 3: Use the filters on the 'Batch Post' page to filter which Invoices you want to post.
