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Preparing Your CLIPitc Account for Billing Without QuickBooks
Preparing Your CLIPitc Account for Billing Without QuickBooks

How to set up your account when planning to do your billing without QuickBooks in CLIPitc

Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

If you are not a QuickBooks user, we have developed a version of CLIPitc just for you!

You can now bill and handle your company accounting needs with CLIPitc through our built-in balance forward billing system. This article will walk you through the steps needed to get your ITC account setup for billing without Quickbooks.

First, log into your CLIPitc account. 

Now go to gear icon for settings and then select the QuickBooks tab.

Once you are in settings you will see two check boxes for both types of QuickBooks. All you need to do here is make sure both are unchecked then click the "Save" button. After clicking "Save" button, this will turn on CLIPitc's internal billing features.

Once you have completed this step, you will notice that the "QuickBooks" tab has changed to "Invoice."

Next, if you charge taxes you will need to setup your tax types. To set them up, go to the Customize tab at the top of your screen then click on "Tax List".

Now click "Add".

Once you click "Add" you will see a dialog box that will receive your tax type info. The tax types will typically reflect your state tax rates.

Sales Tax Agency syncs with QuickBooks online's sales tax fields, if you decide to integrate QuickBooks with CLIPitc in the future.

If you have 3 parts of your sales tax (county, state, city) you would set those up as different sales tax agencies and can give them different names based on what they are (Component Name).
To assign tax codes, you will need to go into your customers details and assign them there.

The property will hold the Tax Code, IE Labor, Material or Do Not tax. However, in the customers jobs you will need to check the box beside "Taxable:" to specify whether or not that job will be taxed.

You are now ready to begin invoicing customers with CLIPitc!

If you have any questions please visit our Help Center or log into chat at the bottom of the page at We'll be more than happy to answer any questions you may have.

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