Example scenario
You have just connected your QuickBooks account to Adfin and have some outstanding invoices in QuickBooks that were raised before you started using Adfin. You would now like to import these into Adfin to get them paid.
Steps to trigger the Import
Edit the invoice in QuickBooks
Open the invoice by clicking 'View/Edit'.
Update the Terms
From the Terms drop down, select one of your Adfin-specific terms, based on the desired method of collection for the invoice.
Hit the save button
Ensure you save the changes by clicking the 'Save' button. This action will trigger the invoice import to Adfin.
Wait for Adfin to process the import
After updating the invoice, Adfin will automatically pick it up and import it.