Getting Started

with the QuickBooks Online Invoicing Pack for Coda

Nick Haffie-Emslie

Thanks for your interest in the

QuickBooks Online Invoicing Pack⁠

! This free, open-source Pack is focused on making managing customers and invoices in Coda a breeze.

Note: some things like formula names, formula parameters, and data structures might change down the road, and require you to update your docs accordingly. To get notified of these changes...

⁠

📣 Sharing Feedback

I want to hear about your use cases for the Pack, bugs you encounter, ideas for improvement, and feature requests! Please reach out at

nick.haffie.emslie@gmail.com⁠

👉 Installing the Pack

In your doc, go to the Insert menu in the top right → Packs → QuickBooks Invoicing

Follow the steps to sign in

Now you can now drag in the Customers and Invoices tables (I’d put them on their own pages)

Click Choose what to sync, and add your Company ID. Here’s how to

find your company ID⁠

. (I know this step is annoying; it’s just for the beta and will eventually be automatic!)

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Gallery

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.