Sync Curate proposal invoices and payments to QuickBooks

domain: curate.co · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Enable the QuickBooks integration in Curate's Integrations settings
  2. Authorize the QuickBooks Online connection via OAuth
  3. Confirm invoice/payment mapping (customer, line items, tax) between Curate and QuickBooks
  4. Send or finalize a proposal invoice in Curate
  5. Verify the corresponding invoice/payment record appears in QuickBooks Online

Known gotchas

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