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ForumGetting started: Getting started with OkappyCan I pull in invoice template an …

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Can I pull in invoice template and current numbers from Quickbooks Accounting

#1 · 14 May 2021, 12:00 am

Can I pull in the same invoice template and current numbers from my Quickbooks Accounting software?

#2 · 25 May 2021, 7:41 am

The invoice template and numbers won't pull in automatically from QuickBooks. However, you can set up your invoice template to be the same as the one in QuickBooks and you can set the numbers to be the same.

For information on how to create your invoice template - see https://www.okappy.com/support-article/updating-your-invoice-template/

For information on how to set your invoice numbers see - https://www.okappy.com/support-article/reset-invoice-number/

Thanks

Lauren