Syncing Invoice History from QB to MCC Portal

To see invoice history on the customer portal, we first need to import it from QuickBooks. 


1). To do this press the QuickBooks maintenance menu button on the top toolbar in The Service Program. Then in the drop-down select invoice history.

2). Now select a date range to import invoices from QuickBooks. This may take a while depending on how much history you have inside QuickBooks.

3). Once it has finished importing history from QuickBooks, we need to load it to the portal by pressing Sync Mobile Devices in TSP.

4). Select Invoice History from the drop-down menu and press the sync button.