It is possible to export invoices from the system directly to your connected Quickbooks account, clients may choose to do this on a daily or weekly basis or as required.

This is a two (2) stage process:-

  • Stage 1 - Prepare settings in the Hexicom system
  • Stage 2 - Configure Quickbooks


STAGE 1


1. Click the Settings cog (top right corner), then select ePrint MIS.



The window is arranged with a navigation pane on the left-hand side of the screen.


2. Click Accounting, then select Quickbooks.


Note: If Quickbooks is not visible in the list you have not connected the system to your Quickbooks account, please contact Support.


When selecting Quickbooks, you may be prompted to enable Pop-ups, the icon will be displayed in the browser address bar as , click on the icon and ensure Always Allow is selected (an example is shown below)



3. The export options window will appear, make the desired selections according to Customer, Supplier, Purchase and Invoice, (as further explained in the table below);





Under Customer, selections from;

  • All changes since the last export or
  • By a specified date range.

Under Supplier, select from;

  • All changes since the last export or
  • By a specified date range.

Under Purchases;

  • Select the Status by clicking on the drop-down (the status displayed will be according to your system)

  • Specify All changes since the last export or
  • By a specified date range.


Under Invoice;

  • Select the Status by clicking on the drop-down (the status displayed will be according to your system)

  • Specify All changes since the last export or
  • By a specified date range.



4. Click the Export button.


The files will download to your computer as an Excel file.


4. Click the Export button.


The files will download to your computer as an Excel file.


STAGE 2


Review the Quickbooks article Importing to step you through the next stage.

If you have any further questions, please contact Support.