QuickBooks
Overview
Discover how to seamlessly send paper invoices to your customers using the DocuPost app integrated with QuickBooks Online. Effortlessly manage unpaid invoices and get them mailed directly from within the platform.
Using DocuPost's Quickbooks Integration
Install Integration
To integrate QuickBooks with DocuPost, you will need a QuickBooks Online account and a DocuPost account.
Go to the App Store in QuickBooks Online.
Search for 'DocuPost'.
Click 'Get App Now' next to the DocuPost app.
Follow the prompts to install and connect your QuickBooks Online account.
Setting up customer addresses in QuickBooks is important. Ensure that your customers' shipping and billing addresses are correctly entered in QuickBooks. States should be listed using their two-letter abbreviation.
Mail Invoice
Find the invoice you want to send under 'Balance due'.
Click the invoice to open it.Review the invoice details.
Click 'Mail This Invoice'.
Confirm the recipient's address.
Click 'Send Letter'.
Send Paper Invoice
Click QuickBooks in the sidebar
Select the invoice you want to send
Click Mail This Invoice
Click Send Letter
Confirm Invoice Details
Before sending an invoice through DocuPost, it's important to review the invoice details. This process helps ensure that all information is accurate and up-to-date.
You will see a list of unpaid invoices with relevant details such as invoice number, customer name, balance due, and due date. Select the invoice you want to review, and a preview window will pop up displaying all the invoice details.
One of the handy features of DocuPost is the automatic import of the customer's name and address from QuickBooks. Make sure that both the billing and shipping addresses are set correctly in QuickBooks and that states are listed using their two-letter abbreviations.
Verify Invoice Details
Make sure all the invoice information is accurate before sending. Double-check your customer's name and address to avoid any mistakes.
During the review process, double-check all invoice details, including the amount due, due date, and any other pertinent information. Ensuring the accuracy of these details helps prevent any delays or issues in the mailing process.
Frequently Asked Questions
To update addresses, go to the Address Book section in the left sidebar of DocuPost. From there, you can add, edit, or delete addresses as needed.
Yes, you can track sent invoices. Go to the Dashboard and look under the Recent letters section to see the status of your sent invoices.
When sending mail through DocuPost, you can choose between black & white or color printing. For letters, you also have the option to print double-sided.
To cancel a sent invoice, navigate to the Recent letters section in the Dashboard, find the invoice you want to cancel, and select the cancel option.