Knowledge Base

How do I export to Quickbooks?

14 views April 10, 2016 Andrew Gay 0

vouchers_or_invoices

 

Vouchers and Invoices have an option to export to Quickbooks. First navigate to the desired section under the ‘Transactions‘ category and select either ‘Vouchers‘ or Invoices‘.

 

From the vouchers or invoices page there is an export export_alt_buttonbutton near the top right of the grid.

Within any of this pages, go to the menu displayed under the desired category, Vouchers or Invoices, and click on ‘Approved’, to see only the approved records in the grid.

approved

export_to_Quickbooks

To export all records to Quickbooks simply click the ‘Export to‘ option and select Quickbooks. Regardless if the Selected rows options is checked if no records have been selected the application will export all by default.

To specify which records to export to Quickbooks mark the check box to the left of the record before clicking the export button. Multiple items may be marked for        export at a time.

selected_rows

 

Verify the Selected rows option is checked to export specific records to Quickbooks.

 

 

 

selection

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