Export Orders to QuickBooks

To Export customers from your online store to QuickBooks follow several steps of the wizard:

1. Select Export Customers to QuickBooks option and click next to proceed.

2. Export Preview allows you to filter your data by any parameter. Note that all customers listed here will be exported to QuickBooks. You can use native greed filters (click on column headings) and sorting in order to filter or rearrange items. Filters will affect the result of export.

• Customer Identification Method - Export will search for a customer using selected method of identification. The customer will be modified if found, if not - new customer will be added. 

3. Export options may affect results. Please read and check your selection carefully.

The first option allows you to connect to your QuickBooks database.

• If QuickBooks is running right now, select first option to connect to your data.
• If QuickBooks is off, you can connect to its data file (.qbw) anyway, just browse the one you need to proceed.

Tax:

• Set Default tax - when enabled, allows you to set default tax type specified below for exported products. Taxable item code - specify tax code that will be assigned to taxable products. If taxable item code list is empty, click "Get tax items" to retrieve existing Taxes from QuickBooks.

Order Options:

• Order number options - allows you either to use order number from your Shopping Cart database, or let QuickBooks automatically assign order number and replace the Cart order number in the Customer PO field.

• Create a customer if the one doesn't exist - check this option if you wish to create one.
• Create a product if the one doesn't exist - check this option if you wish to create one.
• Export Shipping As - when enabled, allows you to set default Sipping type specified below for exported products. If shipping list is empty, click "Get Shipping Items" to retrieve existing list from QuickBooks.
• Order type
• Export Refunds - Refund status , Accounts receivable.

product options:

• Export products as Type:
  • Inventory Part
  • Non-Inventory Part
  • Service
  • Other Charge
• Export Product As and Max Length - select the value from the drop-down and set its length
• Accounts - select an account (use get accounts to generate the list of accounts)

4. Map Customers step allows you to map customers from your Store to appropriate items from QuickBooks either automatically or manually.

• In order to refresh/get item list from QuickBooks, use "Fill Customers List" button.
• In order to map the identical customers automatically, use "Auto Fill" button.
• Clear mapping button allows you to clear mapping for selected items.

• In order to map customers manually, simply click on any store customer field and select one from the drop-down.

5. Map products step allows you to map products from your Store to appropriate items from QuickBooks either automatically or manually.

• In order to refresh/get item list from QuickBooks, use "Fill Items List" button.
• In order to map the same products automatically, use "Auto Fill" button.
• Clear mapping button allows you to clear mapping for selected items.
• In order to show items description, enable corresponding check-box.

• In order to map products manually, simply click on any store product field and select one from the drop-down.

Attention! Export process will start, when you press "Export" Button! Proceed only if all options are set correctly, otherwise press "Back" Button and check all once more!

6. On the last step you can see detailed export log - the list of created/modified items exported product list and errors if any. 

6. After that you can check the result in QuickBooks