Prior to using the QuickBooks export functionality for the first time it is important to verify you have met the prerequisites found in the following article. Prerequisites for Exporting to QuickBooks
Once you have verified the prerequisites are met you can then export your project data into Quickbooks using the following steps.
First open the project you wish to export data from. Once the project is open click the export tab at the top of the page, then click the QuickBooks icon in the toolbar.
A window will open allowing you to set the parameters for your export.
Note: When selecting your Quickbooks accounts from the drop down menus in this window, verify the accounts you select match the account type listed. i.e Income, Cost of Goods Sold, Asset & Expense.
If your 'Account Settings' drop down menus are blank please see the following article Blank Drop Down Menus
After clicking ok in the previous step you will prompted to to assign a number to the customer on the project if one has not already been assigned. This number will be used to permanently link the AQ customer to the QuickBooks customer.
Note: You can use both numbers &/or letters for the customer number. The number you enter here will be applied to the customer record within AQ and the customer record within QuickBooks. Once you enter the number for the customer you will not be prompted to enter it again in the future.
After clicking ok in the previous step you will be prompted to link the customer within your AQ project to the corresponding customer within QuickBooks.
Note: If you know the customer record already exist in QuickBooks you can type the customer's name into the search bar, select the customer from the search results & click ok. If this is a new customer that does not exist in QuickBooks click "Add As New QB Customer" & click ok. Once you link an AQ customer to a QB customer you will not be prompted to link them again in the future.
After clicking ok in the previous step you will be prompted to link the vendors within your AQ project to corresponding vendors in QuickBooks.
Note: If you know the vendor already exist in QuickBooks you can simply type the vendor's name into the search bar, select the vendor from the search results & click ok. If this is a new vendor that does not exist in QuickBooks click "Add As New QB Vendor" & click ok. Once you link an AQ vendor the QB vendor you will not be prompted to link them again in the future.
Now click ok & your project data will be exported from AQ and into QuickBooks.
Note: This transfer could take some time depending on the size & location of your company data file, the size of the project, and the speed of your computer & local network.
Once the export process completes you will see the following dialog. You should now be able to locate your exported Estimate, Sales Order &/or PO(s) within QuickBooks.
If you have any questions or run into any difficulty please feel free to contact our support staff at (866) 452-8324 or firstname.lastname@example.org.