Supported actions
For example: “Create an invoice for Acme for 2 hours of Consulting at 75 per hour, due November 20.”
Specify the currency and tax treatment when needed. Arro checks the customer and item names against QuickBooks.
Creation saves an invoice in your accounting records. It is not a separate draft awaiting publication.
Your action permissions control creation and updates.
See Reviewing changes for approval details, rounding and interrupted updates.
Email and payment settings
New invoices have online card and bank payments disabled because QuickBooks can automatically email imported invoices with those methods enabled. You can review payment options and send the invoice in QuickBooks afterward. To avoid automatic emailing, Arro only updates invoices whose online card and bank payments are disabled. If either setting is enabled or cannot be determined, edit that invoice directly in QuickBooks.Updating an invoice
Tell Arro which invoice to change and what should be different. Arro reads its current details before making the change. “Invoice number or version changed. Read the invoice again before editing.” means the invoice differs from the one Arro read. Ask Arro to read it again and confirm the intended changes. Supplying new line items replaces the complete sales item list, including any lines you want to keep. Creation and line replacement support up to 100 sales item lines. Larger lists are refused. Edit discounts, groups, linked transactions, customer changes, currency changes and invoice-number changes directly in QuickBooks. If a request times out, ask Arro to check whether it succeeded before requesting another invoice.Downloading a PDF
Ask Arro to retrieve the invoice PDF and save it as a file. See PDF downloads for the file size limit and download errors.Related
QuickBooks
Manage customers, prepare estimates and read financial reports.