Articles on: Billing and Payments

How to copy invoices to Xero and QuickBooks?

With CaseFox you can copy your invoices to Xero or QuickBooks in few quick steps; mentioned below

Login CaseFox -> Dashboard -> Billing & Payments -> Three dots -> Copy to Xero/QuickBooks

Login to CaseFox
Go to the dashboard, to the left corner you will find the side bar.
Choose billing & payments from the bar.
Go to the billing section, click on the desired invoice.
To the right, click on the “three dots” and you will find the copy to Xero/QuickBooks option.
Click on copy to Xero/QuickBooks.

Updated on: 08/12/2023

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