Billing with Quick Books from SS

Zachary Patterson

I am currently setting-up Smartsheet to handle; inbound order receipt/processing, production tracking, and inventory management for our company however, the billing section is causing me some problems.

The goal is to bill via Quickbooks: what is the best way to export the row data (PO Data) to Quickbooks for invoice processing without exporting unnecessary columns? Then how is it best to upload the QB data to SS? I want them to "talk" to each other with minimal manual interaction to avoid human error where possible. Thank you!

Bassam Khalil

Hi @Zachary Patterson

Hope you are fine, the best way to prepare a bill using some information from a selected row is by using document builder, i hope the following article will help you to understand how you can do that.

https://help.smartsheet.com/learning-track/smartsheet-advanced/document-builder