How to Post an Invoice to QuickBooks in TSPO

There are three distinct methods for posting invoices from RSO to QuickBooks. You can either post invoices individually one at a time, Posting multiple Invoices at once, or Batch Posting. All three methods are covered in detail below.

 

Posting Individual Invoices

Step 1: Navigate to the Pending Invoices page

Step 2: Open the Invoice you wish to post by clicking on the Invoice Number

Step 3: Click the 'Post to QB' or 'Post to QBO' button near the top of the Invoice

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  • As soon as the next sync occurs between TheServiceProgramOnline and your QuickBooks the Invoice will be visible in both programs.

Posting Multiple Invoices

Step 1: Navigate to the Pending Invoices page

Step 2: Use the filters located above the Pending Invoice table to filter down to which Invoices you want to post.

Step 3: Click the green 'Post to QuickBooks' button and select whether or not you wish to advance the stops associated with those invoices on the Route Schedule.

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  • Note that only the invoices that are shown on the table after making your filter selections will be posted to QuickBooks.

Batch Posting Invoices

Step 1: Navigate to the Pending Invoices page

Step 2: Access the Table Menu and select 'Batch Post'

Step 3: Use the filters on the 'Batch Post' page to filter which Invoices you want to post. 

Step 4: Click the blue 'Post Invoices' button

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