CleanCloud enables you to manually send business invoices to QuickBooks using the Invoices tool.
ⓘ Important: Before starting, ensure you've created a business in QuickBooks. Then, learn how to activate QuickBooks in CleanCloud and assign QuickBooks IDs to customers in this guide.
Linking a Business Account to QuickBooks
To link a business account to CleanCloud:
Go to Settings → Admin → Payments & Finances → Business Accounts.
Select the business account you want to link and click the pencil icon to edit.
On the Edit Business page, find the QuickBooks ID field, type the name of the business, and select it from the dropdown list.
Click Submit to save the changes.
Sending Business Invoices to QuickBooks
Once the business account is linked, the Send to QB button will be visible on the Invoices page for linked accounts.
To send an invoice:
Navigate to Settings → Invoices → Unpaid or Paid.
Locate the invoice you wish to send.
Manually click the Send to QB button to send the invoice from CleanCloud to QuickBooks for payment processing.
ⓘ Note: Invoices cannot be automatically sent to QuickBooks. Each invoice must be manually sent by clicking the Send to QB button.
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