How To Export Customer Payments To Quickbooks Desktop
In this article we will go through the process of exporting customer payments in quickbooks desktop
NOTE: It is imprtant to first export your invoices, because if the payments are linked to any invoices, the integrator will need to apply them in Quickbooks as well. So if the invoice is not already there, you will get an error
Export Customer Payments
In the integrator click on “Export” then select “Customer Payments“:
On the “Customer Payment” screen:
Select the “From Date” and “To Date” to filter by
Sort by method
Sort options
Click on “Get List” to receive a list of your customer payments
Click on “Select” to select all the payments or click on the square next to the payment to select an individual payment
After selecting your payments:
Click on “Send to Quickbooks“
If you want to mark the payments a sent but not send them click “Mark As Sent“
On the “Sync Quickbooks” screen click on send to export the payment to quickbooks