Create all invoices in ShiftCare that need to be transferred over.
If you are on Pro or Premium and are invoicing for up to 31 days, we suggest generating the invoices in bulk using Invoices > Generate and selecting the time period before bulk invoicing.
Once you have all your necessary invoices generated, you will go to Invoices > List.
Select the date period in the top-right of the screen to show the invoices being exported
then use the Export button in the bottom right.
This will queue up the export, which when ready will be in the top right of your screen under the Notifications (flag icon) and should also be emailed to you with a download link.
Now that you have the invoice file, you will head to your Quickbooks Online account to import the file.
On your account, click on the Settings Icon (cog or gear) in the top right of the screen
Under the Tools menu select Import Data.
Select Invoices
Time to Import and map the file to produce your invoices in Quickbooks
Upload the invoice file you got from ShiftCare by clicking the Browse button and finding the file in your computer. Then click Next.
Here you will need to map out some fields to those in the invoice file. 3 fields should be highlighted in red to be mapped.
Date field - choose D/M/YYYY format from the dropdown
Item Amount (2nd field on the right) - choose Exempt from the dropdown. FYI, this is simply telling QBO that the amounts in the file are excluding tax.
Item Tax Code - choose TaxType.
Press Next.
You will now choose you tax code, GST in the dropdown. Then press Next.
You’ll now be faced with a message saying how many invoices will be imported. Confirm the number is correct and press Start Import.
Your invoices should now be in Quickbooks under Sales > Invoices where you can make any necessary final modifications before sending them out.