Export to QuickBooks

If you use QuickBooks for your accounting, there is an easy way to get a report's invoice info from TOTAL to QuickBooks for billing. Keep in mind, exporting to QuickBooks requires QuickBooks Pro (or better) and won't work with QuickBooks' new "Online" product.

Due to Intuit's proprietary integration backend, exporting to QuickBooks requires a Pro version of QuickBooks 2002 or newer, and won't work with QuickBooks' "Online" product.

If you're in Windows 10, Intuit only supports QuickBooks 2015 and newer. Verify your version of QuickBooks is still supported by consulting your QuickBooks software documentation.

  1. Open QuickBooks on your PC.
  2. Then, from TOTAL's Appraisal Desktop, right‑click the file you want to export to QuickBooks and choose Export to QuickBooks. This option only appears if you have QuickBooks installed.

  3. When the QuickBooks Application Certificate appears, choose Yes, always; allow access even if QuickBooks is not running, check the box to Allow this application to access personal data…, and click Continue.

    Export to QuickBooks

  4. Next, the Access Confirmation screen displays the name of the application and the access rights you allowed in the previous screen. Review the information and click Done to continue.

    Export to QuickBooks

  5. Now, choose your QuickBooks export details:

    Export to QuickBooks

  6. When you're finished with the export details, click OK to add the invoice to QuickBooks. Then, click OK on the confirmation message.

    Export to QuickBooks

That's it! After you export the report to QuickBooks, TOTAL puts an icon next to the exported report in the File Manager. This helps you keep track of which reports have (or have not) been exported to QuickBooks.

Export to QuickBooks