Differences

This shows you the differences between two versions of the page.

--- guides:general:quickbooks [2011/06/01 03:00]
markphillips
+++ guides:general:quickbooks [2018/12/23 12:11]
@@ Line 1: / Line 1: @@
-====== Quick Books Integration | 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.
-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.
-===== 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|}}

Trace: