QuickBooks® Invoicing

Updated: 2020-11-02

You can easily export client billing information from TaxCycle to QuickBooks^® so that you can invoice from QuickBooks^® based on the work done in TaxCycle.

QuickBooks^® Online Setup

1. In TaxCycle, open Options. Go to the File menu, then Options. Or, if you are on the Start screen, click Options in the blue bar on the left.
2. On the left, expand Return Preparation and click on Invoicing.
3. Choose Online from the drop-down menu.
4. Click the Connect to QuickBooks button and enter your email address and password to sign in to your QuickBooks file.
5. Select the QuickBooks^® Account, Class, Items, Terms, Tax Code, and Customer message to link the TaxCycle billing information to.
6. If you wish, check the box to Use 'Last Name, First Name' format for names in QuickBooks^®.
7. If you would like to include the spouse and/or dependant's amounts on the principal taxpayer's invoice (Joint invoice), check the appropriate options.
8. Click Apply or OK to save your changes.

QuickBooks^® Desktop Setup

1. In QuickBooks^® Desktop, open the company file you want to link to.
2. In TaxCycle, open Options. Go to the File menu, then Options. Or, if you are on the Start screen, click Options in the blue bar on the left.
3. On the left, expand Return Preparation and click on Invoicing.
4. Choose Desktop from the drop-down menu.
5. Select the QuickBooks^® Account, Class, Items, Terms, Tax Code, and Customer message to link the TaxCycle billing information to.
6. If you wish, check the box to Use 'Last Name, First Name' format for names in QuickBooks^®.
7. If you would like to include the spouse and/or dependant's amounts on the principal taxpayer's invoice (Joint invoice), check the appropriate options.
8. Click Apply or OK to save your changes.

Export Invoice to QuickBooks^®

Once you have established a link with your QuickBooks^® file or account, you can export the information from the Billing worksheet to the company file.

1. In TaxCycle, open the Billing worksheet.
2. At bottom of the worksheet, click the link to Export this invoice to QuickBooks^®.
3. After exporting the billing information to QuickBooks^®, TaxCycle adds a memo to the Invoice number field on the Billing worksheet to indicate that the invoice was generated in QuickBooks^®.

QuickBooks is a registered trademark Intuit Inc.