Invoices
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      Exporting Invoices to QuickBooks

      Streamline your accounting by exporting invoices from Class Manager to QuickBooks.

      đź“ť This guide assumes you're familiar with QuickBooks and are using the cloud-based version.

      Key Integration Notes:

      • Discounts: QuickBooks doesn’t display discount values separately. All invoices are imported with the discounted total.

      Steps for Exporting Invoices from Class Manager

      To export your invoice data:

      1. Click < to the right of Reports.
      2. In the expanded menu click Billing.
      3. Select the QuickBooks Invoice Export report.
        Here, you’ll see all your invoice information ready for export. Apply filters if you only want to export certain invoices—filters can be set by invoice date, which reflects when the invoice was approved and sent.
      4. When ready, click the Export button at the top right. This will download a CSV file called All Invoices.csv containing all the necessary information.

      Importing Data into QuickBooks

      1. Log in to your QuickBooks account.
      2. Click the Settings Cog in the top right corner, then navigate to Tools > Import Data.
      3. Select Invoices from the options.
      4. Click Browse and upload the All Invoices.csv file. We recommend checking both boxes to automatically add customers and products/services to QuickBooks.
      5. Press Next to proceed.

      Mapping Fields in QuickBooks

      QuickBooks will auto-map most fields, but ensure that the Date Format is set to YYYY-MM-DD. If asked about tax inclusivity, select Exclusive of Taxes.

      For users with taxes enabled, assign the appropriate QuickBooks tax codes. If you don’t use taxes, you’ll skip this step.

      Finalizing the Import

      Review the summary screen, which shows the data to be imported and any potential errors. Confirm that the information (including customer and product details) is accurate. If everything checks out, click Start Import.

      Post-Import Review

      After importing, it’s crucial to review the data. Spot-check 2-3 invoices by comparing them in both Class Manager and QuickBooks to ensure everything aligns correctly.

      With your invoices now in QuickBooks, your accounting process is streamlined and ready for use. đź‘Ť