If your business is using Intuit QuickBooks for your accounting, you can click to connect QuickBooks to IncoDocs to eliminate manual data re-entry!

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On the left side panel, click 'Connect Apps' then click 'Connect to QuickBooks'. You will have to sign in to your QuickBooks account and authorize access to IncoDocs.

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Note: The QuickBooks integration works best when you have first added all of your product codes into IncoDocs, so that all of the product details will auto-fill onto all IncoDocs templates. Read how to setup your product details in IncoDocs.

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When your QuickBooks account is connected successfully, you can instantly click to Autofill your Invoices, Purchase Orders and Quotes from your QuickBooks account directly into IncoDocs in just a few clicks!

While creating a new Invoice, click 'Autofill' select 'QuickBooks', then select the invoice from your QuickBooks account that you want to fill into IncoDocs.

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While creating a new Purchase Order, click 'Autofill' select 'QuickBooks', then select the Purchase Order from your QuickBooks account that you want to fill into IncoDocs.

Note - if you would like to disconnect your QuickBooks account, in your account settings click 'Disconnect from QuickBooks'

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