Billing & Business Mgmt > QuickBooks Integration > Export Reports to QuickBooks
     
 

Export Reports to QuickBooks

 
     

Once you’ve installed the QuickBooks integration tools, you can easily export your reports to QuickBooks.

  1. Find the report you want to export in your File Cabinet, right-click it and choose Add report to QuickBooks at the bottom of the list.
  2. When the Add Invoice to QuickBooks window appears, the relevant billing information from your report already appears in the form.  To export this report to QuickBooks without creating redundant information in QuickBooks, you need to match the data from your report to the data inside of QuickBooks.  First, choose the corresponding QuickBooks customer from the drop-down menu to the far right of the Customer field.

    QuickBooks1
  3. If you need to add a job type or a new customer to QuickBooks so that you can associate it in WinTOTAL, click Add to the right of the customer drop-down menu.  Then when the Add Customer/Job screen appears, fill out the customer or job type information in the fields provided and click the respective Add button at the bottom.
  4. Continue filling out the form with the data you want to export to QuickBooks.  If you want to include other WinTOTAL report info in the report that’s exported to QuickBooks, check the Add WinTOTAL report info box and then click Edit client data to select the report info you want to export.  Once you’ve selected the data you want, remember to click OK.
  5. Next, you need to associate the WinTOTAL invoice items with the invoice items you have in QuickBooks.  Double-click each item to match it with the associated QuickBooks Item

    QuickBooks4
  6. When the Match Job with QuickBooks Item screen appears, choose the Items Category that fits your needs and then either:
    • Choose the corresponding QuickBooks Item from the available drop-down menu.
      - OR -
    • Add a QuickBooks Item by clicking Add and filling out the necessary QuickBooks Item information.
  7. Click Match to associate the WinTOTAL job with a specific QuickBooks invoice item this one time or click the disk icon and then click Match, to match the two items automatically in the future.
  8. Finally, once you’ve returned to the main Add Invoice to QuickBooks screen, fill out the remaining info, check the Export Pre-Payments box if you want pre-payments you’ve recorded in WinTOTAL Exported to QuickBooks as well, and then click Export to finish.

You can now find your report’s invoice information in QuickBooks.



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