April 2021 - Reexport Bills and Invoices to Accounting

You can save time from manually rekeying bills and invoices into accounting and easily reexport them from commonsku! 

How to reexport bills

To reexport bills to QuickBooks Online, Xero, or your custom webhook:

1. Go to Operations > Supplier Billing > Report Type: Exported Bills
2. Use the filters to narrow your search, then click the Get Report button and locate the bill(s) you need to reexport
3. When you've found the bill(s), select the radio (checkbox) on the left side of the invoice number(s)
4. Click the UnExport Selected button > then, click OK
5. Go to Report Type: Export Bills
6. Use the filters to narrow your search, then click the Get Report button and locate the bill(s) you need to reexport
7. When you've found the bill(s), select the radio (checkbox) on the left side of the invoice number(s) and click the Export to button

Exported bills automatically transfer to the Operations > Supplier Billing > Exported Bills Report. 

How to reexport invoices

To reexport invoices to QuickBooks Online, Xero, or your custom webhook:

1. Go to Operations > Client Invoicing > Report Type: Exported Invoices
2. Use the filters to narrow your search, then click the Get Report button and locate the invoice(s) you need to reexport
3. When you've found the invoice(s), select the radio (checkbox) on the left side of the invoice number(s)
4. Click the UnExport Selected button > then, click OK
5. Go to Report Type: Invoices
6. Use the filters to narrow your search, then click the Get Report button and locate the invoice(s) you need to reexport
7. When you've found the invoice(s), select the radio (checkbox) on the left side of the invoice number(s) and click the Export to button

Exported invoices automatically transfer to the Operations > Client Invoicing > Exported Invoices Report.

Tips & tricks

Delete the original bill/invoice before exporting a new copy

Be sure to delete the existing bill/invoice from accounting before you reexport it. 

Make changes before you reexport

If you need to edit a bill/invoice, make the necessary changes before you reexport it.

QuickBooks Desktop and Transaction Pro Importer users

If you're using Transaction Pro Importer to move bills/invoices from commonsku to QuickBooks Desktop, you don't need to follow the reexport processes in this article. Instead, you can reexport a CSV of the bill or invoice directly from the Operations > Exported Bills or Exported Invoices Reports.