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guides:general:quickbooks [2011/06/01 02:23] markphillips created |
guides:general:quickbooks [2011/12/18 02:14] markphillips |
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| ====== Quick Books Integration | IIF File ====== | ====== Quick Books Integration | IIF File ====== | ||
| - | CCS Offers a basic integration package for Quickbooks for free. It allows you to export a IIF File. | + | CCS Offers a basic integration package for Quickbooks for free. It allows you to export a IIF File. IIF Files can the be imported into your Quickbooks system. |
| + | |||
| + | [[http://cafecartel.com/help-videos/46-back-office-management-videos/336-copying-menu-prompts.html|Quick Books Video]] | ||
| + | |||
| + | CCS will prepare a file with the following information: | ||
| + | * Sales | ||
| + | * Cost of Goods | ||
| + | * Inventory | ||
| + | * Sales Tax | ||
| + | * Payments - Cash, Credit, Other | ||
| + | |||
| + | You will need to input your Account #'s for each type. | ||
| + | |||
| + | ===== For Auto Email ===== | ||
| + | Setup your email account - Office - Control Panel - Email | ||
| + | Check off "Email QB IIF" File. | ||
| + | |||
| + | ===== Operations ===== | ||
| + | |||
| + | From Office - Main Toolbar - QuickBooks Export. Open the Window, input the date range, and press "Refresh Trans." Then press "Export." A Quickbooks file will appear on your desktop, use this to import into Quickbooks. | ||
| + | |||
| + | <note>Make sure you run a test on a test database prior to using this on a regular basis.</note> | ||
| + | |||
| + | Step 1\\ | ||
| + | Open the Quickbooks export window.\\ | ||
| + | {{:guides:general:qbopen.png|}} | ||
| + | |||
| + | Step 2\\ | ||
| + | Input the date range to export. Press "Refresh Trans" \\ | ||
| + | {{:guides:general:qbrefreshtrans.png|}} | ||
| + | |||
| + | Step3\\ | ||
| + | Once the data is refreshed, you can export the file. It will automatically export to your desktop as "QBIIF.iif"\\ | ||
| + | {{:guides:general:qbexport.png|}} | ||
| + | |||
| + | Step 4\\ | ||
| + | If you were to open the QBIIF File in notepad, this is what it would look like.\\ | ||
| + | {{:guides:general:qbfile.png|}} | ||
| + | |||
| + | Step 6\\ | ||
| + | To import Quickbooks, follow the steps below:\\ | ||
| + | - Open Quickbooks | ||
| + | - Navigate to File > Utilities > Import > IIF Files | ||
| + | - The Import window will appear. Select the IIF file that you saved. | ||
| + | - Click Open. | ||
| + | - Click OK when the message "Your data has been imported | ||
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