If you use Quickbooks (QBO) you can register for an account via the QBO App page.
However if you already have an Invitbox account and want to create another one, then this is done within your existing Invitbox account
Follow these steps to create your 1st Invitbox account via Quickbooks;
Complete the 4 steps shown in the above image ^
Step 1. Log into your QuickBooks Online company, and click Apps at the bottom of the left navigation pane.
Step 2. Click on the All Apps tab at the top of page
Step 3. Search for ‘Invitbox’ in the ‘Search for an app’ search box
Step 4. In the search results it will display the Invitbox App. click on on the word 'Invitbox'
Step 5.You will then be presented with the below Invitbox App page. Click on the blue button in top right corner ‘Get App Now’
Step 6. Next you'll need to authorise the sharing of your data between Invitbox and Quickbooks (Intuit) After reading this click ‘Authorize’
Step 6.It will then ask if you already have an Invitbox account or whether you want to create a new account. Because this is the 1st one you have created you need to click on 'No, Please create me an account'.
Step 7.You will be presented with a registration page containing your name & email. Fill in the remaining details, tick the 'Accept Terms & Conditions' box, the promotional material box is optional, then fill in the recaptcha text and click on OK
Step 7. Create an Invitbox Account: Fill in the below fields and click OK
Country of Registration: It is important to set this correctly. Choosing an incorrect country will mean that the calculations that invitbox uses for taxes will be incorrect. If your country is not on the list, please email us and we will endeavour to get it there as quickly as we can.
Company Registration Number / ABN: Not mandatory
Company Name: This is the name that we will use to represent your company inside invitbox. It is not your @invitbox.com account name.
Trading Name: Not mandatory
Invitbox Name: This is going to be your Invitbox account's email address that you will provide to your suppliers. This is how your invoices will get into your account. So please make it something short and representative of your business. For e.g 'Johns Plumbing' could be 'email@example.com'. Note that in the field you just need to enter the start of it, for eg just enter johnsplumbing If you change your mind after creating the account, then we change it for you. Just email us at firstname.lastname@example.org
Address, City, State, Postcode: self explanatory
If you check this box you are identifying that you are an Accountancy or Bookkeeping firm.
Will you be the Administrator?
Leave this box ticked if you want to be the Administrator of the account. This means you will be an Admin user of it. But if you need someone else to look after it, untick the box and provide another person's details. Then they'll receive an email from us asking them to accept the role, but until they accept the role, your account will not be active.
We suggest that you should be the Administrator of any accounts you register
Step 8. Once you have clicked OK for the company details, you'll need to confirm the details are correct. A pop-up box will then appear saying the registration of your company was successful, that the email account is now active & that we have sent you an email with your registration details.Then click OK.
[the email includes further information about getting started.]
If you do not see the email within a few minutes, please check your junk or spam folder.
Step 9. Another pop-up box will appear saying you will be redirected to QBO to authorise the transaction. Click OK
Step 10. You're almost ready to use Invitbox...
Select your Quickbooks company file you want Invitbox to connect with, then click Confirm
After you click on Synchronise it will open your Invitbox account and display another message asking you to accept our updated policies. Click Accept.
Step 12. Your account has now been created!!
You should be able to see the below window with a yellow note in top right corner saying
Step 13. If you use Classes or Locations in QBO, then you'll need to turn this option on via Software Settings> Edit.
Step 14. Next you need to click on the red 'set-up' beside each section as shown in the above image.
Tax Rates: to learn which ones you need to select click here.
Connecting to Invitbox from Quick Books