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scpa
Level 1

Automatically Export Invoices, PO's to cloud?

Is there an app to automatically export all QBO invoices and PO's as PDF to SharePoint, OneDrive, Google Drive or Dropbox? Would be helpful to allow non-accounting and non-purchasing employees to see these for project management purposes without giving access to QBO.

2 Comments 2
Jovychris_A
Moderator

Automatically Export Invoices, PO's to cloud?

I can share an insight to help you with your task, @scpa.

 

You can search the Apps menu to see trusted applications that can integrate and help automatically export invoices and POs to the cloud. This will aid employees viewing these jobs/projects without giving them QBO access.

 

Here's how:

  1. Go to the Apps menu from the left panel.
  2. In the Search box, enter a product functionality like export invoices.


     
  3. Choose an app to review.
  4. When you understand the terms and consider it's the right app, hit Get app now.


Once installed, you can go to the My Apps tab and click the Action drop-down menu. Then, select the following:

 

  • Launch the app
  • Access Support for the app
  • Disconnect the app from the company
  • Leave a Review for the app

To learn more about the Apps menu, you can check out this article: How to use QuickBooks Apps.

 

Since you've mentioned about user access, you may check out this article to learn more about the different user types: User roles and access rights.

 

I'm only a post away if you have any other questions about handling QBO data. I'll make sure to help. Have a wonderful day! 

 

Fiat Lux - ASIA
Level 15

Automatically Export Invoices, PO's to cloud?

@scpa 

We may recommend a document management app to integrate with QBO. Contact us in private and we will introduce you directly to the app developer.

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