Appearance
For: Admin, Owner
Last reviewed: 2026-05-01
Requires
Only Owners and Admins can export. The equipment must be on a team that is mapped to a QuickBooks customer.
1. Open the work order
From Work Orders, open the job you are invoicing. All costs should be finalised before exporting.
2. Click Take Action → Export to QuickBooks
The Take Action dropdown appears in the work order header. Pick Export to QuickBooks.
3. Review the draft invoice in QuickBooks
EquipQR creates a draft invoice with the total as an "EquipQR Services" line item, the work order description, public notes in the invoice description, and cost breakdown in the private note.
4. Re-export if the work order changes
Updating the work order and exporting again updates the same draft invoice in QuickBooks. Once you mark the invoice as sent in QuickBooks, a subsequent re-export creates a new invoice rather than editing the sent one.
Troubleshooting tip: if the Export option is disabled, confirm QuickBooks is connected, the equipment is on a team, that team has a QuickBooks customer mapping, and you are an Admin or Owner.