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guides:general:quickbooks [2011/12/18 02:14] markphillips |
guides:general:quickbooks [2018/12/23 12:11] |
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- | ====== Quick Books Integration | IIF File ====== | ||
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- | 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. | ||
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- | [[http://cafecartel.com/help-videos/46-back-office-management-videos/336-copying-menu-prompts.html|Quick Books Video]] | ||
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- | CCS will prepare a file with the following information: | ||
- | * Sales | ||
- | * Cost of Goods | ||
- | * Inventory | ||
- | * Sales Tax | ||
- | * Payments - Cash, Credit, Other | ||
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- | You will need to input your Account #'s for each type. | ||
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- | ===== For Auto Email ===== | ||
- | Setup your email account - Office - Control Panel - Email | ||
- | Check off "Email QB IIF" File. | ||
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- | ===== Operations ===== | ||
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- | 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. | ||
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- | <note>Make sure you run a test on a test database prior to using this on a regular basis.</note> | ||
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- | Step 1\\ | ||
- | Open the Quickbooks export window.\\ | ||
- | {{:guides:general:qbopen.png|}} | ||
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- | Step 2\\ | ||
- | Input the date range to export. Press "Refresh Trans" \\ | ||
- | {{:guides:general:qbrefreshtrans.png|}} | ||
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- | 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|}} | ||
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- | Step 4\\ | ||
- | If you were to open the QBIIF File in notepad, this is what it would look like.\\ | ||
- | {{:guides:general:qbfile.png|}} | ||
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- | 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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