Syncing Invoice and Order Data with QuickBooks

Learn how to copy invoice and order information from your business dashboard and update records directly in QuickBooks and tracking spreadsheets.

April 23, 2026 By Maria Cortinas

Managing invoices across different platforms ensures that your financial records and order tracking spreadsheets stay accurate. This guide covers how to locate invoice details in your dashboard, transfer that data to QuickBooks, and update your tracking sheets accordingly.

Copying Invoice Details

Ensure you select the exact invoice numbers to prevent cross-referencing errors between platforms.

Step #1: Click on the Invoices in your dashboard's left navigation menu — Click on the **Invoices** in your dashboard's left navigation menu

Step #2: Click the row of the invoice checkbox — Click the row of the invoice checkbox

After you select all the invoices to be exported Click the Sync to QB button.

On QBO Go to the INVOICES area and for the drop down boxes select: This month (Date dropdown) and Unpaid (Status)

Step #3: Use the main invoice number to search for the invoice on QBO — Use the main invoice number to search for the invoice on QBO

Updating the Invoice in QuickBooks

Navigate to your QuickBooks invoice list and look for the corresponding entry.

Step #4: click the View/Edit link — click the **View/Edit** link

Step #5: Click the customer dropdown menu and type the customer's name — Click the customer dropdown menu and type the customer's name

. 3.

Step #6: Select the correct customer contact from the list. — Select the correct customer contact from the list.

Step #7: Click into the Ship to field to paste the updated address or order details. You need to confirm if it was an order from Hooper or Okeechobee: — Click into the **Ship to** field to paste the updated address or order details. You need to confirm if it was an order from Hooper or Okeechobee:

. 6. Address for Hooper:

ORDER#H0

Picked Up/Dumped at Our Yard

7755 Hooper Rd, West Palm Beach

FL 33411

Address for Okeechobee:
ORDER#OK00

Picked Up/Dumped at Our Yard

13961 Okeechobee Blvd, Loxahatchee FL 33470

If you have additional memos, copy them and paste them on the Notes to customer field. For Deck & Drive the PO should also be pasted into the Ship To field.

Step #9: Review your changes and click Send invoice — Review your changes and click **Send invoice**

You can quickly repeat this workflow for bulk updates. Use search filters to rapidly find clients in QuickBooks.

Step #10: toggle the Bank transfer switch — toggle the **Bank transfer** switch

depending on the allowed payment methods. 6.

Step #11: Click Send invoice — Click **Send invoice**

Syncing with Missing Clover Invoices from the Spreadsheet

Copy the number from the Colum Order Number/ID

Step #13: From the spreadsheet — From the spreadsheet

Step #14: Open INVOISS and click Invoices — Open INVOISS and click **Invoices**

(or Orders). 5.

Press Ctrl + V on the search bar in the search filter to pull up the exact record

on the order row. 7.

Step #16: If the order is not linked to a client, click on the Edit button and next add the following on the client name search box: NO NAME — If the order is not linked to a client, click on the Edit button and next add the following on the client name search box: NO NAME

the changes will be autosaved and you can return to the main Order screen and search the same ordder number again. The record should reflect now NO NAME. Next click the 3 dots next to the record

Step #17: Select Sync to QB Sales Receipt from the drop-down — Select **Sync to QB Sales Receipt** from the drop-down

After you click that option you may see a text box regarding the taxes, always select the 7% for West Palm Beach.

Step #18: If the record comes back with a client name, you are to leave it as is and simply go directly to the Sync to QB Sales Receipt option. — If the record comes back with a client name, you are to leave it as is and simply go directly to the **Sync to QB Sales Receipt** option.