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guides:general:quickbooks [2011/06/01 02:57] markphillips |
guides:general:quickbooks [2018/12/23 12:11] (current) |
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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. | 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: | CCS will prepare a file with the following information: | ||
| Line 11: | Line 13: | ||
| You will need to input your Account #'s for each type. | 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. This will email out a IIF File when you close the day. | ||
| ===== Operations ===== | ===== Operations ===== | ||
| Line 19: | Line 25: | ||
| Step 1\\ | Step 1\\ | ||
| + | Open the Quickbooks export window.\\ | ||
| {{:guides:general:qbopen.png|}} | {{:guides:general:qbopen.png|}} | ||
| Step 2\\ | Step 2\\ | ||
| + | Input the date range to export. Press "Refresh Trans" \\ | ||
| {{:guides:general:qbrefreshtrans.png|}} | {{:guides:general:qbrefreshtrans.png|}} | ||
| Step3\\ | 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|}} | {{:guides:general:qbexport.png|}} | ||
| Step 4\\ | Step 4\\ | ||
| + | If you were to open the QBIIF File in notepad, this is what it would look like.\\ | ||
| {{:guides:general:qbfile.png|}} | {{: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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