Exporting Invoices to Quickbooks

Modified on Sat, 27 Aug 2016 at 11:39 AM

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

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article