Exporting Invoices to Quickbooks

Exporting Invoices to Quickbooks

Invoices and Customers can be exported to Quickbooks from CaseFox easily.

Export to Quickbooks Desktop

1. In CaseFox, Settings/Tools/Reports-> Export to Quickbooks
2. Select Month/Year to filter invoices for that month/year.
3. Click on IIF export button to download IIF file.
4. Import this IIF file in your Quickbooks desktop version

Export to Quickbooks Online

1. In CaseFox, Settings/Tools/Reports-> Export to Quickbooks.  Click on Export Invoices to Quickbooks button

OR

1. In CaseFox,  on Desktop, click on the Invoices button.  In the dropdown, select Copy Invoices to Quickbooks Online