Quickbooks Import Process - CoS Invoices
This process can be used to import your Support Coordination invoices from Careview to your Quickbooks account.
Please note your clients will need to be setup as contacts in your Quickbooks with their DISPLAY NAME showing as how it is written in Careview.
Any support needed for Quickbooks should be organised with them directly or use their website for more information
1. Generate the CoS Quickbooks file ( by following the Create CoS Invoice file guide )
2. Save the file locally, and extract the folder ( for this we will be using the Sales Invoice template )
3. Log into your Quickbooks
4. Click on the Settings cog in the top right and select Import
5. Click Invoices
6. Then use the browse button to file the file
Uncheck the Add new customers to Quickbooks, if you haven't added Services yet you can use the checkbox Import Services at this stage if needed
7. Use the below mapping options to complete the import
9. Quickbooks will give you a summary of the import, then show any errors if applicable.
10. Once they are complete follow your standard process for approving and sending invoices to your Plan Managers.
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