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How to Create a QuickBooks Invoice from a Proposal

  1. Open the Proposal you wish to invoice.
  2. In the top-right corner of the proposal view, click the Invoice QB button.
  3. A confirmation window "Create Invoice in Quickbooks" will appear, warning that this action will lock the Quote/Proposal.
  4. Click Create .
  5. The invoice is instantly created in your QuickBooks account. You can now log in to QuickBooks to view the invoice, edit details, or receive payment.