Once you’ve installed the QuickBooks integration tools, you can easily export
your reports to QuickBooks.
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
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
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.
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.
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.
When the Match Job with QuickBooks Item screen appears,
choose the Items Category that fits your needs and then
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.
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.
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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