Billing Settings - BlueFolder

BlueFolder has built-in support for integrating with your accounting system. Invoices created in BlueFolder can be exported to your accounting system, eliminating time-consuming and mistake-prone double entry. Set the options below and then visit the "Billing" tab when you're ready to send data to your accounting system.

Accounting System

QuickBooks Desktop

Download QB Import Tool(Required for integration with QuickBooks Desktop. Learn More)

QuickBooks Online

Other (XML Export)

None

Invoice Settings

Allow invoice creation on open Work Orders

Track invoice status in BlueFolder (required for BlueFolder Pay)

When OFF, invoice status values will be hidden, along with any reports and dashboard widgets that depend on invoice status.

Default Sort Order for Invoice Line-Items:

Default Payment Terms:

Default Invoice Notes:

Include Work Order 'Detailed Description' as a line item on the invoice

Include item date as part of invoice line item description

Include public item comments as part of invoice line item description

Include taxes (uncheck if you have taxes turned off in QuickBooks)

Invoice Email Settings

Default email "Subject" when sending an invoice via email:

Use "{INVOICE_NUMBER}" as a placeholder that will get replaced with the invoice's number when the email is sent.

Default email "Body" when sending an invoice via email:

Invoice PDF Attachment:

By default, include invoice PDF as attachment

Invoice Batch Defaults

Default QuickBooks Options

Mark exported invoices as 'To Be Emailed'

Mark exported invoices as 'To Be Printed'

Mark exported invoices to be paid online via bank transfer

Mark exported invoices for online payment via credit card

Default QuickBooks Account

Items that are exported from BlueFolder to QuickBooks must be associated with an account in QuickBooks. You can specify the QuickBooks account for individual items by editing the items in your Item List. Use the following textbox to specify a 'Default Account Name' that will be used for items that do not have an 'Account Name' value specified in the Item List.

Default Account Name:

Non-Taxable Tax Rate for QuickBooks Online

If you are using QuickBooks Online in Australia, Canada, or the United Kingdom you must specify the tax rate that should be used for non-taxable invoice line items. For example, Australian users may specify something like "GST free", while UK or Canadian customers may specify something like "Exempt". The specified name should exactly match a 0% tax rate in your QuickBooks Online account.

Non-Taxable Tax Rate:

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Settings

Accounting System

Invoice Settings

Invoice Email Settings

Invoice Batch Defaults

Default QuickBooks Options

Invoicing

Recurring Jobs

This Month