Creating EFRIS invoices with QuickBooks Online

Use Cases

Use Case 1: Creating EFRIS Invoices

Narrative: Ability to create EFRIS invoices with QuickBooks Online. (Look at
screenshots below)
Figure 1: QuickBooks Online – Dashboard

User Clicks “Add Invoice” to Create EFRIS Invoice

Figure 2: Create Invoice View – QuickBooks Online

- When User Clicks “Save and Send”, an e-invoice is created in EFRIS.

- Transaction synchronizes with EFRIS Transaction Summary (Look at
Screenshot at Figure 5)
Figure 5)
Events in QuickBooks Online and resulting events in EFRIS:
# QuickBooks QuickBooks EFRIS event
Online Online Event
Document
1 Invoice Invoice is saved Invoice is created in EFRIS (Refer to
Figure 2)
2 Invoice Invoice is Updated Invoice is updated* if EFRIS accepts
the update.
3 Invoice Payment is saved e-receipt is created** in EFRIS (Refer to
Figure 4)
Use Case2: Creating EFRIS e-Receipts
Figure 3: QuickBooks Online – Dashboard

Figure 3: Create Invoice Page – QuickBooks Online

User Clicks “Receive Payment” to Create EFRIS e-Receipt

Figure 4: Receive Payment View – QuickBooks Online

- When User Clicks “Save and Close”, an e-Receipt is created in EFRIS.

- Transaction synchronizes with EFRIS Transaction Summary

Figure 5: EFRIS Transaction Summary

Data Flow
The table below shows the direction data can potentially flow between QuickBooks
Online and EFRIS.
QuickBooks Online Data flow EFRIS
Invoices <> e-Invoice
Receipts <> e-Receipt
Customer <> Customer
TIN <> TIN