Quickbook Integration
Business validation error - Duplicate Name Exists
Quickbooks requires that display names of all customers in your Quickbooks accounts are unique. If a validation error is thrown when an invoice is being copied from CaseFox to Quickbooks, please make sure first name and last name in Quickbooks ...
Exporting Invoices to Quickbooks
Invoices and Customers can be exported to Quickbooks from CaseFox easily. Export to Quickbooks Desktop 1. In CaseFox, Settings/Tools/Reports-> Export to Quickbooks 2. Select Month/Year to filter invoices for that month/year. 3. Click on IIF export ...
Importing Customers into CaseFox
Your customer list in Quickbooks Online can be imported into CaseFox in one click. 1. Settings/Tools/Reports -> Import Clients/Contacts 2. Click on "Connect to QB" button (if visible, if already connected, the button will not be visible). 3. Click on ...