Our Quickbooks Desktop integration now allows you to export an IIF file that you can import into Quickbooks. This process is intended to minimize import issues and give you more control over the process.
To use this export tool, you will first need to configure your income accounts.
Go to Settings > Company > Integrations and click 'Connect to Quickbooks Desktop'.
Next, select whether you'd like your equipment to be exported as Inventory, or Non-Inventory.
You can then match up your income account types for each category.
Once you have configured your accounts, you can head back to the project you'd like to export.
Open your project to the Overview Page, and in the bottom right corner under Additional Tools you will see an button titled 'Export to Quickbooks Desktop'.
Click this button to download an IIF file of your project.
To upload the IIF, open Quickbooks Desktop and go to File > Utilities > Import > IIF Files
You can then select the IIF file to upload. Once it has successfully been imported, you can find the newly created estimate within the associated customer on that project.
Please note that Quickbooks does not allow us to export your tax rate with your project. You will need to set your tax rate within Quickbooks once you have imported the project.
To do this, open the estimate and use the dropdown menu in the 'Totals' section to select the correct tax rate, or add a new tax rate:
This integration is still in beta, so we expect that there may be some issues that come up as different types of projects are exported. If you run into any issues importing your IIF file, please ping us on the support chat, and include the IIF file, along with the error file that QB gives you so we can look.