Sending invoices from Productive to QuickBooks keeps your billing and accounting records in sync, eliminating the need to re-enter invoice data in two places manually.
Once an invoice is ready in Productive, you can copy it to QuickBooks, either individually or in bulk, and keep it updated if anything changes.
📌 Note: Before sending invoices, make sure the QuickBooks integration is set up and invoice export is enabled. See: QuickBooks Integration: Setup
Integrating your QuickBooks account with Productive is available on the Professional and Ultimate subscription plans.
Copying Invoices To QuickBooks
After you have integrated QuickBooks with Productive, a Copy to QuickBooks button will appear on the invoice screen.
After selecting Copy to QuickBooks, you'll be prompted to select the customer (Bill To). If the customer does not exist and you leave this blank, QuickBooks will automatically create one.
Copying Multiple Invoices at Once
To speed up your workflow, you can copy multiple invoices to QuickBooks Online in one step using the bulk copy action.
Instead of opening and copying invoices one by one, select multiple invoices and send them at once. Learn more about bulk copying invoices.
Important: Handling Line-Item Discounts
QuickBooks Online does not support line-item discounts directly.
However, when you copy an invoice from Productive to QuickBooks Online, adding an additional line item to your invoice in QuickBooks ensures that discounts are reflected correctly.
Productive will create separate discount line items in QuickBooks Online so that the final invoice total matches the expected amount.
Copying An Invoice To QuickBooks After It Has Already Been Copied
If you've previously copied an invoice to QuickBooks and need to make updates or create a new one, open the invoice and hover over the "Invoice Copied" option. From there, you can choose to update the existing invoice or create a new one.
A) Choosing "Update existing" will modify the previously copied invoice in QuickBooks. If the invoice has been copied multiple times, only the last copy will be updated.
B) Selecting "Create new" will generate a new invoice in QuickBooks, even if a copy already exists.
