All Integrations
QB
QuickBooks
LIVEPaymentsAuto-generate invoices from signed contracts
Overview
When a contract or service agreement is signed, automatically create an invoice in QuickBooks Online. Line items, amounts, and customer details sync automatically from the signed document.
Eliminate double data entry between your contracts and accounting. Keep your books up to date in real time as agreements close, with full audit trail linking invoices back to their source documents.
Features
- Auto-create invoices when documents are signed
- Map document fields to QuickBooks line items
- Customer data synced from QuickBooks contacts
- Payment terms auto-populated from contract
- Link invoices back to source documents for audit
- Works with QuickBooks Online (US, CA, UK, AU)
How to Set Up
- 1
Go to Settings > Integrations in Zdottedline
- 2
Click 'Connect QuickBooks'
- 3
Sign in to your QuickBooks Online account
- 4
Map your document fields to invoice line items
- 5
Enable auto-invoicing on document completion