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How to navigate to the integration and connect

Tuesday, 10 July 2018
select-integration

When you sign up for a free 30-day trial of Invoice Tracker you can easily connect your Xero, QuickBooks or Time Tracker +Billing account by following the intuitive setup wizards. (more…)

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Authentication Process

Tuesday, 10 July 2018
sign-up-invoice-tracker

The following screens show you the step by step process of connecting your accounting software to Invoice Tracker:

Step 1: Sign up for a free 30-day trial of Invoice Tracker (more…)

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How to configure QuickBooks integration

Tuesday, 10 July 2018

The integration with Invoice Tracker and your accounting software is a one-way data sync. Information related to your client, invoice, and payment are synced with Invoice Tracker.  (more…)

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Disconnecting your QuickBooks account

Tuesday, 10 July 2018
navigation-bar

You can disconnect your accounting software from the settings tab inside the web app in the navigation bar.

navigation-bar

Click on this and scroll down the page until you see account settings on the left-hand side.

account-settings

On the next screen, you will see your connected accounting software, to the right there is a disconnect link – click on this

disconnect-integration

You will be prompted to confirm your action, to proceed write DISCONNECT in the box and select the green ‘disconnect’ button

The following screen confirms that your accounting software has been successfully disconnected.

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Categories

  • Clio
  • FAQs
  • Integration
  • QuickBooks
  • Settings
  • Xero

Support Articles

  • Using Invoice Tracker with Clio

    Once you have connected your Clio account with ...
  • How to integrate with Clio

    To connect with Clio you first have to create a...
  • select-integration

    How to navigate to the integration and connect

    When you sign up for a free 30-day trial of Inv...
  • Authentication Process

    The following screens show you the step by step...
  • How to configure Xero integration

    The integration with Invoice Tracker and your a...

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