Export Journal Entries to QuickBooks
Export Checkout Journal Entries to QuickBooks
When you export the journal entries to QuickBooks, you have the following options:
- All Transactions
- Export all transaction from the first entry through the last entry
- Selection Only
- Export entries based on both the date range and entered search terms
- Since Last Export
- Export all entries since the last export of the currently selected file format. At the bottom of the window you'll see a short description of the last transaction included in an export
The Since Last Export option is recommended when you export journal entries on a regular basis. Neither Checkout nor QuickBooks checks whether exported transactions are duplicates; there is no check to determine whether or not the transactions have already been exported and imported into QuickBooks.
Next, choose what will occur when the export is complete. The options are:
- Reveal File
- This option will open a Finder window in the folder where the file was saved
- Launch QuickBooks
- This option will launch QuickBooks so you can import the general journal entries
- Nothing
- If this option is selected, the file will be exported with the indicated name to the indicated location
Import Journal Entries into QuickBooks
- Launch QuickBooks; open your QuickBooks company file
- Select Import from the File menu
- Choose From IIF File...
- Choose the .IIF file that you exported from Checkout
- The status of the import will be displayed