Before you begin, please make sure you've worked with support to get your QB configured and set up. Please see the following article for instructions:
When using the Desktop Version of Quickbooks, you can easily import invoices with a few simple steps.
Click on Accounting on the left menu bar, and then go to your Invoice Dashboard. This will show you all the invoices created and ready to be imported into Quickbooks. Click on Exports to get to the export screen.
When in the Export screen, the invoices you see listed are invoices that have been created but have NOT been imported to Quickbooks yet. You can use the search functionality to limit which invoices you want to push into Quickbooks. The invoices you see on the screen are the ones that will be downloaded into the .iif file to import.
Click the Download Quickbooks button to download the invoices. Detailed will break down the invoices by vin, where as the Summary will just provide load numbers. When you select which one you will be downloading a message will appear, telling you that you will be emailed once the it has been completed.
Once you receive the completed file, you will have to log into QB in single user mode, and follow the following directions to import:
The first time you do an export, make sure to only do ONE invoice to make sure that it is going into the correct account. If you cannot find it or receive and error, please send us the error you've received. We may have to correct the account.
Once an invoice has been exported for Quickbooks, it disappears off the invoice export screen, with the assumption it's been exported correctly. To view a list of all the exported invoices, you would select the Exported? checkbox, and click Search.
As always, if you have any questions, please contact support.