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.

  NOTE:

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. In the Appraisal Desktop, right-click the file you want to export to QuickBooks and choose Export to QuickBooks.

  3. Now you'll see a prompt to confirm the application certificate from QuickBooks.  Since you've initiated this action and you trust TOTAL, choose Yes, always; allow access even if QuickBooks is not running. Then click Continue.

    export to quickbooks

  4. Now, you'll see a screen where you can choose the QuickBooks billing contact, or create a new one if you need to.

    export to quickbooks

    Use the QuickBooks drop-down box to choose an existing QuickBooks contact:

    If you need to create a new QuickBooks contact to invoice this report, click the Add Contact button ( add contact ) to the right of the drop-down box.  Then, in the Add Contact to QuickBooks window, verify and correct the information for the new customer.  When you're done, click Add Contact.

    export to quickbooks

    Another option is Edit Report Info. To add or remove report information that is populated into your QuickBooks invoice, click this button and check/uncheck the items that should appear on the invoice for this and future reports.  You can change this info next time you export to QuickBooks.

  5. After you've exported the report to QuickBooks, TOTAL puts an icon next to the exported report in the File Manager.  This will help you keep track of which reports have (or have not) been exported to QuickBooks.

    export to quickbooks