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S
sez1
November 14, 2023
Question

Is it possible in QB Accountant to get QB to automatically post sales invoices between client files

  • November 14, 2023
  • 1 reply
  • 0 views
I am an accounting practice.  When I raise fee invoices to my clients it would be great if QB automatically posted them into the corresponding client data files

1 reply

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GebelAlainaM
November 14, 2023

Hello there, @sez1.

 

Yes, it's possible in QuickBooks Accountant to automatically post sales invoices to your client's file. Let me provide more details about it.

 

Connecting to clients through QuickBooks makes doing their bookkeeping easier. After a client invites you to connect, you can access their accounting data to help with their bookkeeping. Once you make changes through your QuickBooks Online Accountant account, it will automatically sync to your client's data.

 

Feel free to check these articles for additional information:

 

 

Furthermore, I'd like you to read these articles to handle your colleague's permission and access to client and your firm:

 

 

Please reply to this post if you have additional questions about managing your clients in the program. I'll be right here for you.

S
sez1Author
November 14, 2023

HI there. thanks for your reply.  I may not have worded my question very clearly.  I am an accountant with data files which I have created and pay for the licences for a number of clients.  When I raise my fee invoices in my practice data file I would like those fee invoices to automatically show as a supplier invoice in my clients data file.  Instead of I have to email the invoice to a receipt capture software and that then emails the invoice into the relevant client client file as a purchase invoice.  Hope that is clearer.  Thx

 

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GeorgiaC
November 14, 2023

Hi sez1, we agree this would be a great feature to have however it is not currently supported in QuickBooks Online Accountant. To leave feedback for this, please see the Cog > Feedback tool in your account. This way, your ideas will be shared with our developers who regularly review and implement product changes. 

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