Note:
Alcove offers a one-way integration to QuickBooks. Please remember to make all of the changes to your Estimates, Invoices, and Payments in Alcove and then you have the option to push these to Quickbooks by clicking Send or Update.
Before you are able to send any documents to Quickbooks, you must first complete all of the account and project mapping in your Alcove Settings.
Alcove supports the seamless transfer of the following documents to QuickBooks:
Client Estimates
Client Invoices
Client Invoice payments (including date, amount, and the reference number)
Send an Estimate to QuickBooks
To send your estimate to QuickBooks, please follow the steps below:
Open the Financials tab in the left menu, then click on Estimates.
Click on the Estimate number on the summary page to open the Estimate page
When you are ready to send your Estimate to Quickbooks click Send
Note:
You must have at least one product or service fee on your Estimate to send it to Quickbooks.
Once your Estimate is sent, you can click View to open the Estimate directly in QuickBooks.
Each version of your Estimate that was sent to QuickBooks is saved in the Version History section on the Estimate page. Click on the document name to see a PDF document.
Alternatively, you can also send Estimates from the Estimates Summary Page:
Open the Financials tab in the left menu, then click on Estimates.
Press Send next to the Estimate you'd like to push to QuickBooks.
Send an Invoice to QuickBooks
To send your Invoice to QuickBooks, please follow the steps below:
Open the Financials tab in the left menu, then click on Invoices.
Click on the Invoice number on the summary page to open the Invoice page
When you are ready to send your Invoice to Quickbooks click Send
Note:
You must have at least one product or service fee added to your Invoice to send it to Quickbooks.
Once your Invoice is sent, you can click View to open the Invoice directly in QuickBooks.
Each version of your Invoice that was sent to QuickBooks is saved in the Version History section on the Estimate page. Click on the document name to see a PDF document.
Alternatively, you can also send and view your Invoice from the Invoices Summary page:
Open the Financials page, then go to Invoices.
Press Send next to the Invoice you'd like to push to QuickBooks.
OR you can press Send from the Invoice page itself:
Once your Invoice is sent, you can View it in QuickBooks and Update to QuickBooks if needed.
See these other articles for more information about the Quickbooks integration: