QuickBooks Download Guide

by Justin Tyler Marketing Manager

The QuickBooks Download page grants you to download your really settled trades into reports suitable for bringing into QuickBooks and other reasonable accounting the board structures.

 

Note: You ought to plan your QuickBooks Download Report Settings before you can use this component. To see your QuickBooks Download Report Settings, click Settings in the standard menu and a short time later snap QuickBooks Download Report Settings in the General fragment.

 

To make a settled trades report for use with QuickBooks download:

 

Stage 1: If needed, select a QuickBooks charge trade type from the Charge Transaction drop-down list:

 

Bargains Receipt/Cash Sale-A default QuickBooks trade type that records when full portion is gotten by the merchant at the time an arrangement is recorded.

 

Receipt-A default QuickBooks trade type that records full portion isn't gotten at the time the arrangement is recorded or is stretched out beyond time.

 

Portion A default QuickBooks trade type that records when a portion is gotten on a client receipt.

 

Receipt Payment-A default QuickBooks trade type that records the two sales and their following portions.

 

Stage 2: If needed, select Credit Memo from the Refund Transaction drop-down list.

 

Note: You can run a report for only one or a blend of the QuickBooks Charge Transaction and QuickBooks Refund Transaction types available.

 

Stage 3: Select a settlement pack date or date range from the Start Date and End Date drop-down records.

 

Note: You can pick any date range up to 90 days.

 

Stage 4: Click Run Report to see your report in the Merchant Interface, or snap Download to download the report into QuickBooks plan.

 

In case you select Run Report, the created report will appear in the Merchant Interface with the going with nuances: Transaction ID, Invoice Number, Transaction Status, Submit Date, Customer Name, Card Type, Payment Method, Payment Amount, Settlement Date, and Settlement Amount.

 

In case you select QuickBooks Download:

 

Stage 5: Click Save to save the download record fittingly in QuickBooks .iif association, or Open to open the report immediately.

 

Note: If you choose to open the downloaded report immediately rather than saving it to your PC, assuming no one minds, note that the record won't open normally in QuickBooks. You are at this point expected to import the record according to QuickBooks methods.

 

Stage 6: Select the region on your PC or association where the report should be saved.

 

Stage 7: Click Save. Your record is normally saved to the area you demonstrated. You can investigate to that area to recuperate the record and open it in QuickBooks.

 

Stage 8: Click Close.

 

Your report is downloaded as an .iif record sensible for acquiring to the Basic, Professional, and Premier adaptations of QuickBooks from 2002 to 2005. For transformations not recorded here, assuming no one really cares either way, import a test archive to ensure comparability preceding moving .iif reports delivered by the portion entryway

 

All download records are named "DownloadYYYYMMDD-HHMMSS.iif." For example, an archive that is downloaded on March 5, 2006 at 3:41:30 pm would be named Download20060305-154130.iif. Make sure to save all QuickBooks report downloads as .iif records figuratively speaking.

 

Note: Any sales and portions contained in an imported report will not be subsequently related in QuickBooks. You truly need to actually arrange with any such trades together.

 

Import Errors

 

To avoid futile import botches, it is reliably a savvy remembered to use the QuickBooks proposed default addresses your QuickBooks download report settings.

 

In case a misstep is capable while getting the .iif archive, QuickBooks will show a screw up message exhibiting the trade where the slip-up occurred.

 

Assuming you choose to continue with the import, regardless of trades from those that refined bumbles are actually brought into QuickBooks.

 

If you choose to drop the import, trades recorded before the errored trade will be really brought into QuickBooks. To import the abundance trades, you will at first need to address any error(s) but again run the QuickBooks Download Report in the Merchant Interface.

 

To import the modified and remaining trades:

 

Stage 1: If fundamental, right any error(s) in your QuickBooks arrangement or on the QuickBooks Download Report Settings page (see the Import Troubleshooting table underneath).

 

Stage 2: Re-run a comparable QuickBooks Download Report, OR, dependent upon the botch experienced, you can simply address the errored trades in the first .iif import record.

 

Stage 3: Delete the trades that have at this point been successfully brought into QuickBooks from the new .iif download record. This will keep duplicate trades from being brought into QuickBooks.

 

Stage 4: In your QuickBooks course of action, move the client name related with the errored trades from the Other Names once-over to Customer Names summary, or make the client name inactive in the Other Names List.

 

Stage 5: Import the modified .iif record into QuickBooks.

 

Critical: Please insinuate your QuickBooks documentation for more bare essential information about acquiring records.

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Created on Apr 18th 2022 01:24. Viewed 89 times.

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