Note:
Alcove offers a one-way integration to QuickBooks. Please remember to make all of the changes to your Estimates, Invoices, and Client Invoice 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 Invoice Payment to QuickBooks
Note:
Please make sure to add an invoice payment in Alcove first to be able to send it to QuickBooks. Follow these steps to add an invoice payment.
To send an invoice payment to QuickBooks, please follow the steps below:
Open the Financials page, then go to Invoices.
Choose the invoice you'd like to add a payment to.
Double-check that the invoice payment is added in the Payments section on the Invoice page.
Click on Update to send the revised invoice, along with your newly added invoice payment(s), to QuickBooks.
Note:
If your invoice hasn't been sent to QuickBooks yet, you will find the Send button in place of the Update option. This button is used when sending your invoice, along with any newly added invoice payment, to QuickBooks for the first time.