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The customer name in QuickBooks must match the customer name generated by the export, otherwise QuickBooks will try to create a duplicate customer. |
How to Export Invoices for
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QuickBooks
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Requires X Dispatch 19.2 or newer for Save to Quickbooks QuickBooks 2019+ File Format and Save to Quickbooks QuickBooks Online File Format. Save to Quickbooks QuickBooks Online File Format requires the QuickBooks Online Plus or QuickBooks Online Advanced plan. |
- Go to Actions > Invoices > Invoice Center.
- Expand Batches or Single Invoices to find the invoice information you would like to import into QuickbooksQuickBooks.
- Right-click on the batch or invoice.
Select Export then the Quickbooks QuickBooks file format you would like.
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How to Import into QuickBooks 2018 or Older
- Use the Save to Quickbooks QuickBooks File Format export option.
- In QuickBooks navigate to File > Utilities > Import > IIF Files.
- Navigate to the IIF file you would like to import and select Open.
- Select OK.
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QuickBooks Pro 2020 and QuickBooks Online Plus were used to create the documentation and take screenshots. There may be differences between this documentation and what you see based on the version of QuickBooks you have. |
- Use the Save to Quickbooks QuickBooks 2019+ File Format export option.
In QuickBooks navigate to File > Utilities > Import > IIF Files.
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Choose the import option you wish to use.
Div "Import it for me. I’ll fix it later" link at the bottom - This is the recommended option. Click here to continue to the steps below.
Tip title Quick Tip This option is recommended because of the overall import success rates.
- Import IIF button to import with a data review - This option is not recommended. Click here to continue to the steps below.
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