Send an Aventide invoice through your connected QuickBooks company. QuickBooks delivers it and applies its own payment and tax settings.

Before you start

QuickBooks must be connected to this business in Money. The connection belongs to the business, so your whole team invoices through the same QuickBooks company.

Prepare and send it

  1. Click New invoice. Pick the client, add at least one line item and make sure Client email is filled in so the invoice has somewhere to go.
  2. If QuickBooks is your only connection, the invoice shows Will send via QuickBooks. If Stripe is connected too, pick QuickBooks under Send via. To make QuickBooks the default for new invoices, choose it under Send invoices with in Money.
  3. Under Tax, choose Calculated by QuickBooks to let QuickBooks work it out from your QuickBooks settings, or Enter manually for a flat amount. Aventide never guesses a tax rate. If QuickBooks can't calculate tax, the invoice goes out without tax and Money shows a warning.
  4. Click Save & send, then Send invoice to confirm. Aventide finds or creates the matching QuickBooks customer, creates the invoice in QuickBooks and emails it to your client. The invoice changes to Sent in Money.

Online payment

Your client gets a QuickBooks payment link when your QuickBooks company has QuickBooks Payments turned on. If it's off and your Stripe account can take payments, the email comes from Stripe with a card payment page instead, and QuickBooks still keeps the invoice. Either way, the invoice stays trackable in Money.