Skip to main content

Import QuickBooks invoices that have already been saved and sent into Adfin

Find out how to import your outstanding QuickBooks invoices into Adfin

Written by Angus Tylee

Example scenario

You control which invoices come to Adfin with invoice terms, and you have 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

  1. Edit the invoice in QuickBooks
    Open the invoice by clicking 'View/Edit'.

  2. 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.

  3. Hit the save button
    Ensure you save the changes by clicking the 'Save' button. This action will trigger the invoice import to Adfin.

  4. Wait for Adfin to process the import
    After updating the invoice, Adfin will automatically pick it up and import it.

Using All invoices instead?

You don't need these steps. Adfin brings in your unpaid QuickBooks invoices when you turn All invoices on, and asks whether to collect them: see Import all invoices from Xero or QuickBooks.

Related Articles
Did this answer your question?