Q: Can I make an invoice for a customer that is not in QuickBooks® Online?
A: No, to invoice a customer through AcreConnect™, the customer must first be added to your QuickBooks® Online account. Once added, sync your customer list with AcreConnect™ to create and send the invoice.
Q: Does this feature use the items I have already set up in my QuickBooks® Online account?
A: Yes. AcreConnect™ uses the items you've created in your QuickBooks® Online account, allowing you to invoice customers with the products and services you’ve already configured.
Q: Can I view and edit invoices that are not paid?
A: Yes. If you've created and sent an invoice that hasn't been paid yet, you can open it in AcreConnect™, make any necessary changes, and resend it with the updated information.
Q: Does AcreConnect™ notify me when an invoice is paid?
A: No, AcreConnect™ does not send payment notifications. All payment updates and notifications will continue to come directly from QuickBooks® Online.
Q: Does AcreConnect™ have access to any of my financial or account information?
A: No. AcreConnect™ only accesses the items and customers you've chosen to sync from your QuickBooks® Online account. While it receives updates on payment status to keep your records current, all other financial and accounting data remains secure and inaccessible to AcreConnect™.
Q: Can I modify the description of a service in AcreConnect™ when creating my invoice?
A: Yes. You can edit service descriptions in AcreConnect™ as long as the service is marked modifiable in your QuickBooks® Online account settings.
Q: How do I connect my AcreConnect™ and QuickBooks® Online account?
A: To connect your AcreConnect™ and QuickBooks® Online accounts, follow the step-by-step directions at this link.
Q: How do I create an invoice in AcreConnect™?
A: To create an invoice in AcreConnect™, follow the step-by-step directions at this link.
Q: How do I send an invoice?
A: To send an invoice from AcreConnect™ see these step-by-step directions at this link.
Q: Can I add my logo to the invoice?
A: Yes, as long as you've uploaded your logo into your QuickBooks® Online account. Once it's set up there, it will appear on your invoices automatically.
Q: How do I update the customer information on the invoice?
A: To update customer information, make the necessary changes in your QuickBooks® Online account. Then, re-sync your account with AcreConnect™ to ensure the updated details are reflected on your invoices.
Q: How do I update the business information on the invoice?
A: To update your business information, first make the necessary changes in your QuickBooks® Online account. Then, re-sync your account with AcreConnect™ to ensure the updated details appear on your invoices.
Q: Why is this important to my business?
A: Integrating QuickBooks® Online with AcreConnect™ helps you save time, reduce manual entry, and get paid faster. By streamlining your invoicing process, you can focus more on serving your customers and growing your business—without the hassle of switching between systems.
Q: Is this process really faster?
A: Yes. Since everything happens within AcreConnect™, there’s no need to switch between software platforms – making the invoicing process quicker and more efficient.
Q: Can I send an invoice from any device (phone, tablet or computer)?
A: Yes. As long as you have an internet or data connection, you can send invoices from any device using AcreConnect™.
Q: Does the QuickBooks® Online integration work in all browsers?
A: Yes, the integration works across all major browsers. However, for the best performance and user experience, we recommend using Google Chrome.
Q: What type of QuickBooks® Online account is compatible with this integration?
A: This integration is only compatible with QuickBooks® online. It does not support other versions like QuickBooks® solopreneur or QuickBooks® self-employed.
Q: Do I need to accept credit card payments to use the integration?
A: No. Accepting credit card payments is not required for the integration between AcreConnect™ and QuickBooks® Online to function properly.
Q: Can I view the status of my invoices in QuickBooks® Online?
A: Yes. You can track the status of all your invoices directly in your QuickBooks® Online account.
Q: What should I do if I need to add a line item to an invoice that doesn’t exist in QuickBooks® Online?
A: To add a new line item, you’ll typically need to create it first in your QuickBooks® Online account and then re-sync with AcreConnect™. However, if you’ve set up custom, editable items in QuickBooks®, you can modify those directly within AcreConnect™ without needing to re-sync.
Q: Can I use QuickBooks® Online invoicing with my free AcreConnect™ account?
A: No. QuickBooks® Online invoicing is a paid feature. Only paid AcreConnect™ subscribers can invoice customers after connecting their QuickBooks® Online account.
Q: Can I use QuickBooks® Online invoicing with my AcreConnect™ trial account?
A: Yes. During a free trial you'll have access to QuickBooks® Online invoicing. Free trial subscribers will need to connect their QuickBooks® Online account before they can invoice customers.
Q: Can I get a demo of the QuickBooks® Online feature?
A: Yes, you can request a demo of the QuickBooks® Online integration in AcreConnect™ by visiting this link.
Q: How can I see the QuickBooks® Online feature without a paid account?
A: You can request a demo of the QuickBooks® Online integration in AcreConnect™ by visiting this link.
Q: Can I start invoices in QuickBooks® Online and send them to AcreConnect™
A: No. Invoices must be created within AcreConnect™. At this time, invoices started in QuickBooks® Online cannot be transferred into AcreConnect™.
Q: Do I get a preview of my invoice before I send it?
A: Yes. You can preview a saved invoice by clicking the “Review” button before sending it, allowing you to double-check all details.
Q: Can I send the invoice to multiple recipients?
A: Not at this time. Currently, invoices in AcreConnect™ can only be sent to a single recipient.
Q: Are invoices in AcreConnect™ associated with work orders and product usage reports?
A: Yes. Invoices created in AcreConnect™ are directly associated with their corresponding work orders and product usage reports, helping you maintain clear and organized records.
Q: Can I see all invoices related to one customer?
A: Yes. In AcreConnect™, you can view all invoices you've created for a customer by navigating to their profile in the Customer view.
Q: Does this replace the invoice assistant feature?
A: Yes. For QuickBooks® Online users, this feature fully replaces the Invoice Assistant.
Q: Can I have more than one invoice per work order?
A: Yes! AcreConnect™ allows you to generate more than one invoice per work order, giving you the flexibility to bill in stages or for separate services as needed.
Q: How can I streamline and automate invoice creation in AcreConnect™?
A: To simplify and speed up your invoicing process, we recommend the following:
Make all products and services editable in your QuickBooks® Online account to allow flexibility when creating invoices.
Set default invoice settings (such as terms, taxes, and messages) to reduce manual input.
Create and send invoices immediately after completing a job to keep your business up to date.
Q: What’s the best practice for creating flexible invoices in AcreConnect™?
A: We recommend setting up a general, editable product or service item in your QuickBooks® Online account. This allows you to add custom charges directly in AcreConnect™ without needing to create new items in QuickBooks®, resync your data, or interrupt your workflow.
Q: How is the invoice sent when I use AcreConnect™?
A: When you send an invoice through AcreConnect™, it’s delivered to your customer via email and appears just like it was sent directly from your QuickBooks® Online account – maintaining a professional appearance for you and a great experience for your customer.
Q: Can I download an invoice from AcreConnect™?
A: Yes, you can download any invoice as a PDF, making it easy to save, print or share as needed.
Q: If I already use QuickBooks® Online, do I need to set it up again in AcreConnect™?
A: Not at all. Simply log in to your QuickBooks® Online account through the Connection Center in AcreConnect™. Once connected, all the invoicing tools and data you need will be ready to use.
Q: I don’t have a QuickBooks® Online account. How do I create a QuickBooks® Online account?
A: To get started, simply visit the visit the QuickBooks® website and follow the steps to create an account. Once set up, you can connect it to AcreConnect™ to begin invoicing.
Q: Where do I create an invoice in AcreConnect™?
A: You can create an invoice directly in AcreConnect™ from these three places: a work order, a product usage report or the customer tab.