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This integration enables you to send invoices from Productive to your QuickBooks Online account.
To link your Productive account to QuickBooks Online:
- Log into Productive
- Go to Settings > Integrations
- Find QuickBooks Online in the list and click Create integration
If you have created multiple subsidiaries in Productive, you will need to select the one you wish to integrate.
- Click on Create integration - a new tab will open
- Add QuickBooks credentials and follow the steps until you see the screen below
How this works in Productive
When creating an invoice, a new button will appear in the top right - Copy data to QuickBooks
- Clicking the button will create the invoice in QuickBooks
- The PDF version will be copied to Productive, where you will be able to download it
This means that you will never have to switch tabs to handle sales invoices.
Disconnecting Productive from QuickBooks Online
- Go to Settings > Integrations
- Click on the trash can icon on your QuickBooks integration button