Confirm the request to download and make sure and note what folder your file gets downloaded to. ![]() Ongoing best practice is each week, Friday afternoon after all invoices and payments are entered or Monday morning before any new Invoices or Payments are entered, set the View date to the week just ended and use the gear drop down to export the QB IIF file.ģ.) Click the white gear icon and select the Export to Quickbooks (.iff) button.ĭepending on your browser, you may be prompted to confirm the downloading of your file at this point. Note: It is important to keep track of which invoices and payments have already been imported as importing the same invoices and payments twice can cause duplicates. If they do not match, then Quick Books will create a new client for the Invoice or Payment.ġ.) In Estimate Rocket, go to the Reports page from the top menu.Ģ.) Select the Day or Week that you want to Export your Invoices for. Estimate Rocket sends the Client First and Last Name as the Quick Books Customer Name. QuickBooks Desktop uses the Customer Name field to determine who the customer is when importing. Once you are happy with the Import results, then you can Import the file into your live Quick Books company from that point forward. That way you can verify that the clients, invoices and payments have been imported as expected. I will fix it later." option.īecause of the importance of your accounting information, we strongly recommend that you use the QuickBooks option to create a test company and do your first import into that company. NOTE: When using QuickBooks 2019+, select the "Import it for me. You can easily export your Invoices, Payments and Clients to QuickBooks Desktop version.
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