Requirements for exporting certain data to QuickBooks Desktop

Requirements for exporting certain data to QuickBooks Desktop

Overview

This article will explain what data is required when exporting to QuickBooks.

QuickBooks Desktop

Sales Tax Codes

  • Tax Agency/Vendor. This must reference the name of a vendor in QuickBooks that is setup to collect sales tax. This is not required for tax codes that have a rate of zero.

Sales Tax Groups

  • The name must be no more than 30 characters long.
  • All tax codes referenced in the group must have already been exported.

Payment Methods

  • The name must be no more than 30 characters long.

Products

  • The name must be no more than 30 characters long.

Additional Charges/Customer Promotions

  • The name must be no more than 30 characters long.
  • Additional Charges/Customer Promotions are treated like "items" in QB; therefore, they need a Sales and Purchase Account.  Typically the Purchase Account is set to "Cost of Goods Sold" or "COGS".  It should match the QB Chart of Accounts.

APPLIES TO

  • SalesPRO Software

    • Related Articles

    • Update Company Database for QuickBooks Desktop Invoice Exporting

      Summary This package will update the company database so that invoices for QuickBooks Desktop (QBD) can be correctly exported from SWCS (SalesPRO). Without this package the sales tax is not included in the invoice export which will prevent it from ...

    • What data is exported to QuickBooks Desktop

      Overview This article explains what data is exported from SalesPRO when QuickBooks Desktop (QBD) is selected as the accounting application. QuickBooks Desktop Employees Employee Name - This the full name which is made up of the First M. Last. Home ...

    • Unusual data is getting added to QuickBooks Desktop

      Overview When reviewing your QuickBooks Desktop (QBD) company you may see data such as accounts, items, vendors, etc. that you don't recognize. This article will explain where some of these items may come from if you're importing SalesPRO data into ...

    • Common problems when importing into QuickBooks Desktop

      Overview This article will explain solutions to common problems that you may encounter when exporting from SalesPRO and import into QuickBooks. You can't change the type of a name or add duplicate name. This can occur if you attempt to import an ...

    • How to export data to accounting

      Overview This article will explain the general procedure for selecting and export data to your selected accounting application. Details The overall process for exporting data to accounting is quite simple. You select one or more items to export and ...