Financial information can be exported to Quickbooks via the account tab. On the Accounting page, a list of exports will be listed where you can easily see the date and time of the export and what user initiated the export.
On the right side of an export, options are available to view the details, restart the export in the event of an unsuccessful export or a download option in some cases to download the .iff file.
When viewing the details of an export, the name and link to the case overview will be displayed in the left corner, and any items that have been exported to Quickbooks will be displayed. Items will show the GL account and class they are assigned to so you can see where they are mapping to in Quickbooks, along with amount for the item. In the upper right corner, a status will be displayed to indicate if an export was successful or if there was an error.
To initiate an export, click the create export button in the upper right of the page.
On the export page, exportable cases or sales can be filtered by the Chart of Accounts and Selection Type dropdowns at the top. A list of cases and contracts will be listed out with checkboxes to enable them for export. If you wish to view the details of a contract, click the eye icon on the right side.
Once you have made your selections for the export, click the export selections button in the bottom right of the page. Once you have completed your export, the export will show in the list of exports on the accounting tab and should appear in your Quickbooks account.