Generate professional invoices from your tracked time and send them directly to QuickBooks as draft invoices ready for final review and sending to clients.
ℹ️ Note: This guide assumes you're familiar with MinuteDock's invoicing process. For complete step-by-step invoicing instructions, see our main invoicing guides.
💡 Tip: Before creating QuickBooks invoices, ensure you have connected your QuickBooks account to MinuteDock and that your MinuteDock Contacts have matching QuickBooks Customers.
How QuickBooks Invoicing Works
Creating invoices for QuickBooks starts in MinuteDock, where you'll generate your invoice from recorded Time Entries and make any needed edits. When you send the invoice, it appears as a draft invoice in QuickBooks against the corresponding QuickBooks Customer (synced from your MinuteDock Contact).
In QuickBooks, your invoicing branding and templates are automatically applied. You can then make further adjustments to the draft or send the completed invoice to your client - QuickBooks handles the delivery and payment processing.
Starting Your Invoice
Access the invoicing feature through the Invoices tab in MinuteDock. You can create invoices for MinuteDock Contacts with unbilled time or start a new invoice for any MinuteDock Contact.
Create a new invoice in MinuteDock using either the ready to invoice section or the +New Invoice button. Select your Time Entries and format your invoice lines as needed.
For detailed steps on starting invoices, selecting time entries, and formatting invoice lines, see our main invoicing guides.
Sending to QuickBooks
After the formatting step, click Next Step to go to the final review stage.
Review your completed invoice and click the Send to QuickBooks button to send the invoice as a draft in your QuickBooks Company.
Final Review
Review invoice details - Check line items, amounts, and customer information
Confirm accuracy - Ensure all details are correct before sending
Send to QuickBooks
Send invoice - Click Send to QuickBooks to create the draft invoice in your QuickBooks Company
Complete in QuickBooks - Switch to QuickBooks to apply your branding, make final adjustments, and send to clients
✅ Success! Your invoice now appears as a draft in QuickBooks with your branding and templates applied.
⚠️ Important: Once sent to QuickBooks, the included Time Entries are locked from further editing in MinuteDock and marked as invoiced for reporting purposes.
What Happens Next
After sending your invoice to QuickBooks:
In QuickBooks: Your draft invoice appears with QuickBooks' professional templates and your branding applied, ready for final review and sending to clients.
In MinuteDock: The invoiced Time Entries are marked as billed and locked from editing, ensuring accurate reporting and preventing double-billing.