IIF files is that even though both the invoice and the payment have been imported, you must still link the two together. Step 6: Link Your Payments to the Proper InvoicesĪ limitation with Quickbooks when importing with. This will import your payments into Quickbooks. IIF file we created in Step 4, and select " Open". Step 5: Importing Your Payments Into Quickbooksįrom Quickbooks, go to " File > Utilities > Import > IIF Files". IIF file to your computer that we will use in the next step. Once the list looks good, click the " Export" button, and select " Quickbooks (IIF)" from the list, like in step 2. Go to " Invoices > Payment History", and filter the list to match your criteria. Just like we did with invoices, we can also export payments for use in Quickbooks as well. This automation is case sensitive, so make sure your client names and account settings are identical in both Trackops and Quickbooks. Quickbooks will automatically attempt to create clients, invoice items, and accounts that do not already exist in Quickbooks. Tip: If this is your first time importing invoices into Quickbooks, it's usually best to test with a dummy company file so you see first hand how the import process works. Everything should automatically import and you're done! IIF file on your computer we created in the previous step, and then select " Open". From Quickbooks, go to " File > Utilities > Import > IIF Files". IIF downloaded, we can import this file into Quickbooks. Step 3: Importing Your Invoices Into Quickbooks IIF (Intuit Interchange Format) file to your computer which you can import into Quickbooks in the next step. Once you've filtered the list, click the " Export" button in the upper right of the search bar, and select " Quickbooks (IIF)" from the list. Tip: Use the Advanced link on the right side of the search bar to expand more search options. Now that you've got your settings configured, it's time to export some invoices! Go to " Invoices > Invoice List", and filter the list however you want. This is a OTHER CURRENT LIABILITY type account used to capture your payments when imported into Quickbooks. Leave blank if you do not capture sales tax. The name of the vendor you pay sales tax to. This is a OTHER CURRENT LIABILITY type account which is used to track the sales tax you owe. The name of the item used to track sales tax in Quickbooks. This is a ACCOUNTS RECEIVABLE type account where your invoices will be imported into. Leave blank if you do not use product classes. If you classify your services in Quickbooks, you can enter a class name here. This is an INCOME type account used to track sales. Configure the following settings: Income Account Name: Then we need to match the Trackops settings with what you have setup in Quickbooks. Ensure the " Enabled" option is set to " Yes". Go to " Settings > Addons & Integrations", and then click " Quickbooks Export (IIF)". The first thing we need to do is enable the Quickbooks Export addon inside Trackops. Also, before importing anything into Quickbooks, it is always a good idea to create a backup file in case something doesn't work as intended. Once you're sure everything works as intended, then it's safe to import into your live Quickbooks file. Important Note: We highly recommend testing this process using a test company file in Quickbooks.
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