Select the type of export from one of the following choices: You will see the following popup window:įor a description of the types of QuickBooks® data, see The Five Types of QuickBooks® Data. To see previous exports, select the type and time period and click Search. Select it and you will see a screen similar to the following: QuickBooks: If QuickBooks® is enabled on the Control Panel – Money – Setup – Money Options page, you will see QuickBooks® Export on the Control Panel. Note: If you are in Setup or Trial mode, the activation fee will be charged when you go live. Before your first export you must also configure the QuickBooks® account names for your bank accounts and financial accounts.Īctivation: The monthly fee for this module is $20/month. If you are switching from QuickBooks® Desktop to QuickBooks® Online you should perform the same backup.
You have many 3rd party options for maintaining backup copies of your data, including ChronoBooks and Rewind Backups.
A single import of just one month of data could make dozens of changes to multiple accounts you should be absolutely sure that everything is properly configured and that data is imported as you are expecting. For instructions on using QuickBooks® Online, see QuickBooks® Online.īefore you start exporting transactions, credits and payments from your ClubExpress website and importing this data into QuickBooks®, we strongly suggest that you experiment with a copy of your main “company” file or with an empty file.
The QuickBooks® Desktop exports are in Intuit Interchange Format (.IIF), which is supported in QuickBooks® for Windows. ClubExpress includes the ability to export financial data from your website in a format that can be imported into QuickBooks®.
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