Exporting from Lightyear to QuickBooks Online

Exporting from Lightyear to QuickBooks Online

Exporting bills to QuickBooks Online

From the Signed Off tab in Lightyear, choose which invoices to export by selecting or deselecting under the tickbox column or individuals, then click the Export to QuickBooks Online button.




At the end of the export process, you will get a confirmation on screen that the export has been successful.  The bills will then disappear from the Signed Off tab, and they will get filed automatically in your Lightyear Archive.

QBO allows for 2 types of import that we will call
  • Item (bills that contain an item that already exists in QuickBooks Online Products and Services), and
  • Service (bills that do not).

Lightyear does not export a PO number to QuickBooks Online as the QuickBooks Online API currently does not enable us to do so.

Bills/Credit notes arrive in QuickBooks Online as Bills. If you have enabled the setting to send pdf attachments to QuickBooks Online, you will also find this attached to the specific transaction in QuickBooks Online. 





      

    Check out release notes for Q3 2021

     June  July  August 


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