How to invoice using QuickBooks payments?

The process for invoicing using QuickBooks payments instead of collecting in ConnectWise Manage.


  1. Close the invoice in Manage (don't send it)
  2. Use Mobius Connect to send it to QBO
  3. Make sure the payment options you want are selected on the invoices (our Allow Credit Card Payments and Allow ACH Payments settings will do this for you for new invoices).
  4. Use the Send Invoices feature in QBO to send them to your customers
Your customers will get the invoices as they appear in QB instead of how they appear in Manage, but they will be able to easily pay online.

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