CCS Point of Sale
You are here: start » guides » general » quickbooks
Differences
This shows you the differences between two versions of the page.
|
guides:general:quickbooks [2011/12/10 23:20] 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. | ||
| - | |||
| - | ===== 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 | ||
Trace:
