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Create an automation to export invoices to QuickBooks

Set up an invoice automation that exports invoices to QuickBooks when they reach a chosen status, such as Sent, using the Export to QuickBooks action.

Create the invoice automation

1. Click here.

Dashboard top bar with the settings gear icon highlighted, next to notifications, above Recently Created Sales Orders panel

2. Click "Automations"

Zigaflow Settings menu with the Automations option highlighted in the left-hand list, below Automated Messages

3. Click "Invoice"

Automations page in Settings with the Invoice tab highlighted in the document type list beside the New Automation button

4. Click "New Automation"

Automations page with the Invoice tab selected and the New Automation button highlighted above the automations list

5. Enter an appropriate name

New Invoice automation panel with the Name field filled in as "Export to QuickBooks" above the Trigger Type field

Set the trigger status

6. Set the "Delay Status" to "Status Changed"

Edit Automation panel with the Trigger Type dropdown open and the Status Changed option highlighted above New Invoice

7. Click the "Is Active:" field.

Edit Automation panel for Export to QuickBooks with Status Changed trigger, highlighting the Is Active checkbox

8. Click "Save"

Edit Automation panel for "Export to QuickBooks" with Status Changed trigger and Is Active checked, Save button highlighted

9. Set the status to trigger the automation, for example "Sent"

More Conditions panel with Status Is Equal To condition and the Value dropdown open, highlighting the Sent option

10. Click the tick to save

Automation More Conditions row set to Status Is Equal To Sent, with the tick button highlighted to save the condition

Add the QuickBooks export action

11. Click "Select New Action..."

Automation Actions section with the Select New Action dropdown highlighted, below a condition where Status is equal to Sent

12. Click "Export To QuickBooks"

Actions section of an automation with the Select New Action dropdown open and Export To QuickBooks highlighted

13. Click here.

Edit Action dialog with Send Emails panel and QuickBooks integration warning, Save & Close button highlighted

14. Click "×" to close the panel

Invoice automation panel showing a Saved message and Export to QuickBooks action, with the close × button highlighted

Learn more: the QuickBooks integration

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