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First, you'll need to download and install your Plugin, see: Downloading, Installing, and Uninstalling a Plugin or Starter Pack Once your new Plugin is installed, follow the steps below to use it. We encourage you to purchase a training package for accelerated learning and faster customization, see: https://www.planswift.com/support/personalized-training/ for details on scheduling training. |
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How to Integrate PlanSwift items to Invoices
The purpose of the Invoices function is to create a QuickBooks invoice from PlanSwift data. Follow the procedure below to create an invoice in QuickBooks from PlanSwift.
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