Accounting Interfaces (5.x)
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 ...
How to export data that's already been exported
Overview This article explains how to find and re-export data that's already been exported. Details Normally when you are ready to export data to accounting, for example a customer or invoice, you select the tab that contains the data, select the ...
Common problems when importing into QuickBooks
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 ...
Problem: Exported customers continue to show up to be exported
Problem Customers that have already been exported continue to show up in the list of customers to be exported. Cause When changes to a customer are saved the customer has been exported flag can be cleared so that the customer and it's changes will be ...
Unusual data is getting added to QuickBooks
Overview When reviewing your QuickBooks 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 QuickBooks. ...
Requirements for exporting certain data to QuickBooks
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 ...
What data is exported to QuickBooks
Overview This article explains what data is exported from SalesPRO when QuickBooks 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 address The ...