1) Find the Invoice in your FP System
Begin by finding the invoice you need to sync to Quickbooks in your FP system. Hover over INVOICES in the main navigation bar, and choose Find Invoice.
From the subsequent Invoice Find page, narrow down your search using any of the available fields - commonly we see clients look for all invoices in an Unposted Exported Status, and within an Invoice Date range.
Click the Invoice Number or Name you need from the resulting list view. Depending on what search parameters you entered on the Invoice Find page, you may see just one, or several results.
2) As Needed - Change the Invoice Status
If the invoice is not already in a Posted status, click Post Invoice to move it to a Posted status. Once the invoice is Posted, you can sync it to QuickBooks.
3) Open FP Accountant & Perform the Sync
From the computer on which FP Accountant is installed, click the Start menu.
Choose FP Accountant from your listed programs.
When FP Accountant opens, click the Synchronize with FP button. The FP Accountant tool wIll sync all invoices marked as Posted that have not been synced before.
You will see a completed message when the sync is done.
The invoice from FP is now in your Quickbooks file. Back in FP the invoice will now be marked as Exported.
Note that you will have the option to make adjustments as required to this invoice within your FP system, and not have those changes sync to QB when you next run a sync. Use the "Stop QuickBooks Sync" button as needed. You will see this button in FP on the invoice details page.
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