You can export invoiced information for QuickBooks. The format for the customer name in the file exported from X Dispatch will be <Customer Name> <Customer ID>. For example, "Test Customer 1001".
The customer name in QuickBooks must match the customer name generated by the export, otherwise, QuickBooks will try to create a duplicate customer. |
Save to QuickBooks Online File Format requires the QuickBooks Online Plus or QuickBooks Online Advanced plan. |
Select Export then the QuickBooks file format you would like.
If you need more help with importing into QuickBooks, see their help section https://quickbooks.intuit.com/learn-support/. |
For more information see QuickBooks support article here.
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. |
In QuickBooks navigate to File > Utilities > Import > IIF Files.
Choose the import option you wish to use.
"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. This option is recommended because of the overall import success rates.
This option will work in the same manner as importing for QuickBooks 2018 and below.
Create a backup if desired, then select Import IIF.
Navigate to the IIF file you would like to import and select Open.
Select OK.
Using this option will include a data review that may cause the import to fail.
For more information see QuickBooks support article here.
The QuickBooks Online export will produce a customers.csv and an invoices.csv. You will only need to use the customers .csv if you have new customers on this invoice that have not been entered into QuickBooks before.
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In QuickBook Online, go to Sales > Invoices.
Open the dropdown next to New invoice and then select Import invoices.
Navigate to the invoices .csv you would like to import and select Open. You can check Add new customers to QuickBooks if you would like to create new customers in QuickBooks for any customers on the invoice that do not already exist in QuickBooks. We recommend you use the standalone customer import instead as it will import more complete customer information.
Select Next for any additional screens that come up regarding verifying information. The terms will be the number of days for billing set on the customer record in X dispatch. For example, a customer with 30 days for billing will have 30 as the term. You will need to create these terms in QuickBooks Online before the import if they have not already been created in QuickBooks Online.
For more information see QuickBooks support article here.
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