Best practices for invoicing in QuickBooks

Introduction

Now that you've integrated Anrok & QuickBooks and configured your QuickBooks account, you are ready to start adding tax to your invoices. When creating and editing invoices, there are a few things you'll need to make sure are selected to ensure that your invoices can be ingested by Anrok. To set you up for success, we've provided the following workflow for you to use.

Create and edit an invoice

Here is our recommended workflow for creating and editing invoices in QuickBooks. These tips can help ensure tax is reflected correctly within Anrok and in your billing system.

Try creating a new invoice in the demo above ☝️

1. In the QuickBooks app , go to a new or existing invoice.
2. Under Customer, add a new customer or existing customer.
3. Under Billing address, include the following information:
   • Zip code
   • City
   • State
   • Country code
4. Select an Invoice date and a Due date.
5. If needed, under customer_tax_id, enter the customer's VAT ID.
6. Under PRODUCT/SERVICE, add the products and services being purchased.
7. Under TAX, click the checkbox  next to each product and service (if not already selected).
8. Under Select tax rate, select Anrok zero tax rate (0%).
9. When you are finished, click Save.
10. Reload the invoice to view Anrok’s updated tax amount.

Set up recurring invoice schedules

If you have recurring invoices in QuickBooks, we recommend configuring your recurring invoice settings as follows:  

1. In the QuickBooks app , go to an invoice you'd like to make recurring. Take me there!
2. Click View/Edit on your desired invoice to make recurring. 
3. In the right hand panel, find the section named Scheduling. Toggle on Make invoice recurring. 
4. Under Recurring settings, configure your template as follows:
   • Type: Scheduled
   • Create number of days in advanced: 1
   • Toggle "Automatically send emails" to off
   • Click the back arrow to return to the Scheduling panel
5. In order to ensure your customers are sent their recurring invoices on the scheduled due date, take the following additional steps to set up an invoice reminder. In the Automatic invoice reminders section toggle Invoice reminders to on and One due date to on. 
6. In order to customize your invoice reminder, take the following additional steps. Click Manage next to Automatic invoice reminders. Take me there!
7. In the Reminders section, click the pencil icon. Customize the invoice reminders as desired for your recurring invoice. 
8. Note: Scheduling your recurring invoices one day in advanced ensures the Anrok integration has plenty of time to add tax before your customers receive their invoice reminders. We recommend disabling "Automatically send emails" to ensure invoices are not sent at the exact moment they are created.