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QuickBooks Invoice Sender

Upload finished invoices from Multi-Customer Account to send as QuickBooks invoices with Wise payment links

QuickBooks Connection Status

✓ Connected to QuickBooks (Company ID: )

You can now create real QuickBooks invoices!

1. Upload Pre + Post Invoices (P&L Tracking)

These files contain pre-markup (cost) and post-markup (revenue) data for profit/loss tracking

Example: Amair Awfi A1T871 November 22, 2025 #475.xlsx (from Pre+PostInvoices folder)

2. Upload Final Customer Invoices (Customer Payment)

These files will be attached to customer emails (post-markup only, what customer sees)

Example: Amair Awfi A1T871 November 22, 2025 #475.xlsx (from Final Customer_Invoices folder)

How It Works

  • Upload Two Sets: Pre+Post invoices (for P&L) and Final Customer invoices (for payment)
  • Match & Parse: System matches files by name and extracts cost/revenue data for QuickBooks P&L
  • Review: Verify parsed data including profit/loss calculations before sending
  • Create: QuickBooks invoices with cost tracking (shows profit in P&L reports)
  • Email: Send Final Customer invoice with Wise payment button

Expected File Format

  • Filename format: "Customer Name ACCOUNT# Month Day, Year #FILE#.xlsx"
  • Example: "Aquascape Room K583D1 October 25, 2025 #435.xlsx"
  • Invoice total in cell with "Invoice total CDN #XXX" label