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.

Step 1: Generating an Invoice in SignTracker

• Navigate to the Jobs section in SignTracker.
• Select the job for which you need to create an invoice.
• Click on the Invoices tab, then choose New Invoice.
• Enter the necessary details, including customer information, line items, and tax rates.
• Review the invoice to ensure all amounts and details are correct.

Step 2: Sending the Invoice to QuickBooks Desktop

• Once the invoice is finalized, go to Settings > QuickBooks Integration.
• Select the option to sync invoices with QuickBooks Desktop.
• Run the QuickBooks Web Connector to initiate the data transfer.
• Verify that the invoice appears correctly in QuickBooks Desktop under the appropriate customer account.

Step 3: Important Note

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