- Using the Workflow to Export to QuickBooks Online
- Send Payments to QuickBooks Online Automatically when Exporting an Invoice
Payments are sent from Flex to QuickBooks Online using the element workflow. If your Flex account has QuickBooks Online integration enabled, then the workflow for your main payment element will be set to allow exporting to QuickBooks Online. The default payment element in Flex is called a Received Payment.
Using the Workflow to Export to QuickBooks Online
- Open the Received Payment element that you want to export to QuickBooks Online
- In the right-hand menu, click the Workflow section
- Click Export to QuickBooks
As mentioned above, because Flex is highly customizable, the workflow action to export to QuickBooks Online might be named something different in your system. If you don't see a workflow option to export to QuickBooks, speak to your system administrator.
The Received Payment tab will be inactive as the payment exports to QuickBooks Online. But you can still click on any other Flex tab and continue working while the export is in progress.
Send Payments to QuickBooks Online Automatically when Exporting an Invoice
If you have already created a payment for an Invoice in Flex, the default "Export to QuickBooks" workflow for the Invoice element will automatically export the payment to QuickBooks Online as well. See Sending Invoices from Flex to QuickBooks Online for more information.
If there is a payment associated with an Invoice in Flex and that payment is not automatically exporting to QuickBooks Online when you export the Invoice, then the "Chained Child Action" of the Invoice workflow may not be set up properly. See the Workflow article for more information about setting up "Chained Child Actions." If you need additional help, please email Flex Support.