Syncing SignTracker and QuickBooks Invoices

Creating and transferring invoices from SignTracker to QuickBooks Desktop is a key part of managing your financial workflow. This process ensures accurate record-keeping, reduces manual data entry, and maintains consistency between both systems.

Sending the Invoice to QuickBooks Desktop

• Navigate to the Jobs section in SignTracker.
• Select the job for which you need to create an invoice.
• Click on the Contracts tab, after you have an approved contract, you will see a button to Create Invoice.
• Click "Create invoice" and select the corresponding QuickBooks service item for each line item. 
• Click to submit the invoice to QuickBooks, then go to your QuickBooks to finalize invoicing.

Step 3: Important Note

• If you encounter issues during the sync, check that your QuickBooks Web Connector is enabled and running.