SmartSoft Invoices - Online Help

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10 Tips for Best Results
Using SmartSoft Invoices
User Interface
Main Window
Image View Panel
Form View Panel
Session View Panel
Loading Documents
From a Folder
From a Scanner
From an Email Account
From a Watched Folder
From Shared Watched Folder
Training the System
Data Verification
Batch Verification
Auto Complete
Multi-page Documents
Automatic Detection
Manual Separation
Blank Pages
Selecting ERP
Software settings
Exporting to CSV
Exporting to PDF
Exporting to XML
Exporting to TIFF
Exporting to SQL Database
Exporting to QuickBooks
Exporting to SAP
Exporting to MS Dynamics
Customizing the Form
Form Template Designer
Adding New Fields
Adding New Line Items
Validation Formula Language
Importing Lists
Importing Custom Lists
Synchronous Lists
Selective Processing
Migrating to a new computer
Migrating document templates
Migrating custom forms
Scan Quality
Client/Server Deployment Option
Input Station
Verify Station

Exporting to QuickBooks

Connecting to QuickBooks

SmartSoft Invoices connects directly to QuickBooks. This way you can export document data directly to your QuickBooks company file. To enable the integration:

  • Start QuickBooks before SmartSoft Invoices.
  • In SmartSoft Invoices click File->Integration and select QuickBooks.
  • QuickBooks will ask you to approve the connection.Check the screenshots below.

Immediately after the user clicks on File->Current ERP-QuickBooks, the screenshot below will appaer.

The screenshot below indicates what options to select in order for the integration to work.

Click on the Continue button and the screenshot below will appear. By clicking the Done button the integartion is done the user will be able to export directly to QuickBooks and also use Vendor names,GL Accounts, Items, VAT codes, Classes, etc.

Exporting to QuickBooks

To export the processed files to QuickBooks, make sure that the software is connected to QuickBooks, click Export in the bottom left corner of the screen and then select QuickBooks Direct from the list.

QuickBooks Export Settings

The user can set specific Shipping and Handling and Tax expenses so that the software knows where to post them in QuickBooks. Make sure you are connected to QuickBooks (File->Current ERP->QuickBooks), go to Tools->Settings->QuickBooks and use the drop down menus in order to select those accounts.

Note: Make sure QuickBooks is started before doing this.

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