Before you can post an invoice to Xero you must have first linked Fresh Projects to Quickbooks.
- Go to Financials>Invoicing & Expenses.
- In the Invoicing tab, click on the invoice you'd like to post to Quickbooks.
- Next, you will need to Finalise the invoice.
- Now, the invoice pop-up window should appear highlighted in blue. Click on the Post button. If the button is not visible, it usually means that you have not configured the Quickbooks links in the steps above.
- Thereafter, you will be able to edit the line item descriptions. Once it is correct click Post.
We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!