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How to sync Roofr invoices and payments to Quickbooks

Learn how to set up and use the Roofr x Quickbooks integration to sync your Roofr invoices and payments to your Quickbooks account.

Once your invoices are ready in Roofr, you can send them to QuickBooks instantly.

*Roofr does not currently support Quickbooks Desktop integration

Prerequisites: A Quickbooks Online (US) account.

Before you begin: Learn how to integrate Quickbooks with your Roofr account.

How to sync Roofr invoices and payments to Quickbooks

1) Export Invoice

  • From a finalized invoice in Roofr, click Export to Quickbooks

šŸ’” Any invoice status except draft can be exported

šŸ’” All details of the invoice will be exported, including the invoice number

šŸ’” Canadian QuickBooks users cannot currently sync invoices that include taxes

Export as multiple line items

  • Roofr will export all lines individually to Quickbooks

Export as single line items

  • You will be prompted to enter the name of the single line item to create

  • Roofr will export a single line line invoice with summary to Quickbooks

Roofr will check:

  • If the customer exists in QuickBooks

  • If the line items match existing products/services

  • If your default accounts and tax preferences are set

šŸ‘‰ If any of these do not yet exist in Quickbooks, Roofr will prompt you to create and connect from the invoice

šŸ’” Roofr will mark an invoice as Outdated after any changes to the invoice that haven't been exported

  • Click Export again (at the top right of the invoice) to re-sync

2) Report Payment

  • Add or accept payment on a Roofr invoice

  • Click the ā€¦ Options menu in the Quickbooks listing on the invoice

  • Select Export again

  • Confirm payments and click Export

  • Payment details will be reflected on the corresponding Quickbooks invoice

Quickbooks Status

Invoices Status

Not exported: Invoice hasn't been sent to QuickBooks yet

Successful: Invoice is exported and up to date in QuickBooks

Outdated: Invoice was changed in Roofr after the last export, re-export to sync

Payments Status

Not exported: The payment is recorded in Roofr, but not sent to QuickBooks

Successful: The payment has been exported to QuickBooks

Roofr X Quickbooks FAQ

Do I need to export invoices every time I make a change?

Yes. Any time you edit a Roofr invoice (add a payment or a new line item), youā€™ll need to re-export it. Roofr will display an ā€œOut of Dateā€ status in the QuickBooks column so you can easily identify which invoices need re-exporting.

Does the payment method sync to QuickBooks?

Not yet. Payments recorded in Roofr appear in QuickBooks without a specific method (e.g., cash, cheque).

What's Next?

Roofr supplier integrations connection guide

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