This article provides an overview of how to export data to QuickBooks main 2 types of product of accounts software. EQ will use the file format CSV to export data that QuickBooks can import.
QuickBooks Online
It is possible to export EQ customers, EQ suppliers and EQ invoices/credit notes, via CSV file format and import them into QuickBooks Online, in order to save manual entry.
For prerequisites of Quick Books Online see their help article on Exports/Imports (Online) here.
Further help is available: Common questions about importing data to QuickBooks
Data needs to be imported in this sequence:
- Customer
- Vendors (Suppliers)
- Products and services
- Invoices (and credit notes)
To export from EQ to a CSV file for QuickBooks Online read this EQ article.
QuickBooks Desktop
QuickBooks desktop can import list items (customer list or supplier list) via a CSV file but needs to import transactions as an IIF file.
To import a list in the CSV format, you need to install the QuickBooks Import Excel and CSV toolkit first. See the QuickBooks article on Exports/Imports (Desktop) here.
You can import this data:
- Customer
- Vendors (Suppliers)
- Products and services
- Invoices (and credit notes)
To export customers from EQ as a CSV file read this EQ article.
To export invoices from EQ to an IIF file for QuickBooks Desktop read this EQ article.