⚠️ Note: AR Invoices for QuickBooks Online (US) companies are currently not supported in Tofu.
This feature is coming soon. In the meantime, other extraction types such as AP Bills, Direct Expenses, and Bank Statements are supported for QuickBooks Online (US).
1. Turn on AR Invoice as an Extraction Type
Go to Entity Settings → Features.
Under Extraction Types, toggle AR Invoice ON.
Once enabled, Tofu will extract customer details, invoice numbers, dates, amounts, and line items from every AR invoice you upload.
2. Configure AR Invoice Settings for QuickBooks Online
Connect and configure your QuickBooks integration:
Go to Entity Settings → Integrations → QuickBooks.
Open the QuickBooks configuration panel.
Go to AR Invoices, choose your settings and click Activate to save.
💡 Recommended Settings
Auto-publish – Tofu automatically sends extracted AR invoices to QuickBooks Online.
Self-Prompt – For newly added entities, Tofie learns from your accounting data and applies your rules automatically.
To pull updates from QuickBooks Online back into Tofu (status changes such as paid or partially paid, customer updates, line item or tax corrections), use the Import action whenever you need it.
Note: For existing entities that already have a QBO integration, Self-Prompt won’t appear in the QuickBooks configuration settings. To update it, go to:
Settings → Entity Knowledge Base → Select AR Invoices → Click Self-Prompt
3. Upload an AR Invoice
You can upload AR invoices automatically via a cloud integration or manually from your computer.
Go to your Source Document column.
Click Upload document.
Select your AR invoice file.
💡 Recommended: Connect Google Drive or SharePoint
For the easiest AR invoice workflow, we recommend integrating Google Drive or SharePoint with Tofu. Once connected, any invoices you upload to your chosen folder will automatically sync into Tofu, so you don’t have to upload documents manually every time.
4. Review the extracted data and verify
Go to the Extractions column and review the extracted data:
Customer
Invoice Number
Invoice Title
Reference (if applicable)
Currency
Tax Amount
Dates (Invoice Date, Due Date)
Line Items (description, quantity, rate, service date)
💡 Note: Service Date appears only if it is enabled in your QuickBooks Online sales invoice settings. You can leave it blank if not applicable.
Before verifying or publishing to QuickBooks Online, make sure the following fields are correct:
Customer is assigned to a valid customer.
Invoice Date is not blank.
Due Date is not earlier than the Invoice Date.
Line Item Description is provided if no product/service is selected.
Currency is not blank.
Tax is correct. To adjust tax, edit the total tax amount directly above the Total. QuickBooks handles tax at the total level rather than per line item, so you override the one figure rather than each line.
Edit any incorrect or missing fields directly in Tofu. Once everything looks correct, click Verify.
Note: Changing the extraction type after sync creates a new transaction, and the original may still need cleanup in QuickBooks. Learn more: What Happens When You Change an Extraction Type After Syncing to Your Accounting Software
💡 Tips & Tricks: Train Tofie AI for Your Preferred AR Invoice Format
You can train Tofie to follow your preferred AR invoice formatting so everything stays consistent. For example:
Adding “INV” at the beginning of every AR invoice number
Automatically translating line item descriptions from other languages into English
Here’s how to set it up:
Click Tofie in the upper-right corner of Tofu.
In the Knowledge Type dropdown, select the transaction type — for this example, choose AR Invoices.
In the prompt box, enter what you want Tofie to generate knowledge. For example:
“Put INV before invoice number and translate line description to English for AR Invoices"
Click Generate to teach Tofie your instructions
Click Save.
Once generated, this rule is saved to your Entity Knowledge and will automatically be applied to all AR invoices you upload going forward—no additional steps needed.
With AR invoices flowing from Tofu to QuickBooks Online and staying in sync, you’ll spend less time on manual data entry and more time focusing on your customers and your business. 🚀💼 Happy bookkeeping! 📊😄