Short answer
On Billing, click Create invoices, choose QuickBooks Online under Send through, and click Create. Each client gets one QuickBooks Online invoice with a line per completed visit. With Email each client their invoice ticked, QuickBooks emails each one; unticked, they wait unsent until you click Send now. Send through appears once QuickBooks Online is connected, and both choices are remembered for next time.
Step by step
- Connect QuickBooks Online first: Settings, Integrations, Connect to QuickBooks.
- Open Billing and set the date range you are billing for.
- Click Create invoices. The list shows one row per client with their visits and total.
- Untick any client you want to leave out of this run.
- Under Send through, choose QuickBooks Online.
- Tick Email each client their invoice to have QuickBooks email them now, or untick it to check them first.
- Click Create. Each invoice is created in QuickBooks, and emailed to the client only if the box was ticked.
Good to know
- Who gets the email: the client's billing contact when one is set, otherwise the client's own email address.
- Want to check them first? Untick Email each client their invoice. The invoices go to QuickBooks unsent and stay Drafts in AveeCare. Click Send now on each one in the Invoices tab when you are ready.
- AveeCare only creates the same one-per-client invoices in AveeCare and emails nobody. Send them later from the Invoices tab.
- No email on file? When emailing, the run marks that client before you click Create. Their invoice is still created in QuickBooks, but nobody is emailed.
- If QuickBooks refuses a client, that client is named with the reason and no invoice is made for them. Their visits stay ready to bill, so fix the problem and run Create invoices again.
- Nothing is billed twice. A visit already on an invoice is never picked up by a later run.
- QuickBooks Desktop works differently: create the invoices, then use Send to QuickBooks.