With Auto-Export, invoices are automatically transferred to your QuickBooks Online company as soon as they're processed in Datamolino - cutting down steps in your workflow and freeing up more of your time.
We suggest using this feature when document quality is consistent to minimise the likelihood of OCR errors in your accounting.
Turn on Auto-Export
👉 Inside an invoice by clicking the slider
👉 Through 'Automation' button on the invoice
👉 Through Supplier/Customer Automation for multiple contacts
1. Navigate to the Automation dashboard.
2. Click on the contact you wish to turn Auto-Export for
3. Click on the slider and 'SAVE'
Auto-Export in action
Once you've enabled Auto-Export for specific contacts, Datamolino will automatically export any future invoices as soon as they're ready. Note, this doesn't affect already present invoices - they need to be exported manually.
💡 Please note, files won't be auto-exported when:
they are flagged as potential duplicates
new documents that haven't been coded
Identifying automatically exported items
Items that have been exported automatically carry a light blue QuickBooks label.
Items that have been exported manually are marked with a green QuickBooks label.
