Submissions: Exporting To QuickBooks

Exporting to QuickBooks is available in Sync & Save PLUS QuickBooks. You can use any form you wish as long as the form produces data that is valid for QuickBooks.

Unlike other export formats, when you choose a QuickBooks export format, Sync & Save builds the list of columns for you. Your job is to decide which QuickBooks fields you want to populate. Below are some of the columns available in the QuickBooks Invoice format:



Sync & Save will create one transaction per submission.  For instance, if you have an invoice form with two detail lines, Sync & Save will create one invoice with two lines.

If you leave the Value of a field blank, QuickBooks will assign a default value.

Connecting to QuickBooks


See this knowledge base article for instructions on how to connect to QuickBooks.

Required Fields *

Any field marked with an * is required. If no value is provided, then the record will not be created in QuickBooks.

Lookup Fields ‡

Any field marked with a ‡ can accept either a Full Name or a List ID.

A Full Name is the value you see in a lookup list in QuickBooks. In order for QuickBooks to find the correct value, the Full Name you send it must exactly match the value in QuickBooks. Here are some example Full Names:

  • Abercrombie, Kristy:Family Room
  • Abercrombie, Kristy
  • Tax
  • Non
  • Net 30
  • Packing Slip

A List ID is an internal identifier used by QuickBooks.  It is not visible anywhere in the QuickBooks interface, but the Sync And Save QuickBooks upload jobs include the List ID values and you may have other exports from QuickBooks that include the List ID. Here are some example List IDs:

  • 150000-933272658
  • A50000-1197760363

Date Fields

Any field with the word "Date" in it expects to receive a date value. Sync And Save can parse a wide variety of date values. Here are some examples:

  • 5/24/2012
  • 7/12/2012 10:15:00 AM
  • 2012-05-01T14:57:32.8375298-04:00
  • 1 May 2012 2:57:32.8 PM
  • Fri, 15 May 2009 20:10:57 GMT
  • 8:45 PM

If no time is included, then midnight is assumed. If no date is included (for instance, 8:45 PM), then the current date is assumed.

True/False Fields

True/False fields generally begin with "Is" or "To Be".  These fields display as a check box in QuickBooks. True/False fields can accept the following values:

  • True
  • False
  • 0 (false)
  • 1 (true)
  • Yes
  • No

Percent Fields %

Fields marked with a % can accept a number or a percent. Sync & Save will recognize the value sent as a percent if it includes the % sign in the value.

Rate Fields ‡%

Fields marked with ‡% can accept a variety of different values:

  • The List ID of the Price Level
  • The Full Name of the Price Level
  • A number
  • A percentage, indicated by the % sign in the value

Text Fields


All text fields are limited to a specific number of characters. If more characters are sent to Sync & Save than is allowed by QuickBooks, Sync & Save will truncate the text before passing it to QuickBooks.

Walkthrough

  1. Introduction
  2. System Requirements
  3. Main Screen
  4. Submissions: Adding A New Job
  5. Submissions: Configuring the Export Settings
  6. Submissions: Setting Up the Export Format
  7. Submissions: Using The Submissions Tab
  8. Submissions: Dealing With Errors
  9. Submissions: Handling Repeating Data
  10. Submissions: Exporting To Text Files
  11. Submissions: Exporting To Sql Server, MySQL, Oracle, Access, Sybase ASE, or ODBC
  12. Submissions: Exporting To Excel
  13. Submissions: Exporting To PowerPivot For Excel
  14. Submissions: Exporting to Word
  15. Submissions: Exporting To QuickBooks
  16. Submissions: Exporting To QuickBooks Customer
  17. Submissions: Exporting To QuickBooks Estimate, Sales Order, Invoice, Sales Receipt
  18. Submissions: Exporting To QuickBooks Vendor
  19. Submissions: Exporting To QuickBooks Purchase Order
  20. Submissions: Exporting To QuickBooks Item Receipt
  21. Submissions: Exporting To QuickBooks Bill
  22. Submissions: Exporting to QuickBooks Receive Payment
  23. Submissions: Exporting To QuickBooks Time Entry
  24. Submissions: Exporting To QuickBooks Online
  25. Submissions: Exporting To QuickBooks Online Customer
  26. Submissions: Exporting To QuickBooks Online Estimate, Invoice, Sales Receipt
  27. Submissions: Exporting To QuickBooks Online Vendor
  28. Submissions: Exporting To QuickBooks Online Purchase Order
  29. Submissions: Exporting To QuickBooks Online Bill
  30. Submissions: Exporting to QuickBooks Online Time Activity
  31. Submissions: Exporting To Sage 50 (Peachtree)
  32. Submissions: Exporting To Sage 50 Quote, Sales Order, Sales Invoice
  33. Submissions: Exporting To Sage 50 Customer
  34. Submissions: Exporting To Sage 100 (MAS 90 / MAS200)
  35. Submissions: Exporting To Sage 100 Sales Order, SO Invoice, AR Invoice
  36. Submissions: Exporting To SharePoint
  37. Submissions: Exporting To Salesforce.com
  38. Submissions: Exporting To Evernote
  39. Submissions: Exporting Attachments
  40. Submissions: Exporting PDF Report
  41. Submissions: Exporting A Specific Date Range
  42. Submissions: Filtering Submissions
  43. Submissions: Archive
  44. Submissions: Approve Before Exporting
  45. Submissions: Working With Date And Time Values
  46. Submissions: Working With Select One and Select Multiple fields
  47. Submissions: System Fields
  48. Submissions: Handling New Versions Of A Form
  49. Submissions: Networkfleet
  50. Submissions: Fleetmatics
  51. Lookup Table: Adding A New Job
  52. Lookup Table: Settings
  53. Lookup Table: From A Sql Source
  54. Lookup Table: From A File Source
  55. Lookup Table: From QuickBooks
  56. Lookup Table: From QuickBooks Online
  57. Lookup Table: From Sage 50
  58. Lookup Table: From SalesForce.com
  59. Lookup Table: From A SharePoint List
  60. Lookup Table: From NetworkFleet
  61. Lookup Table: From Fleetmatics
  62. Lookup Table: Filtering Records
  63. Dispatch: Adding A New Job
  64. Dispatch: Settings
  65. Dispatch: Format
  66. Dispatch: From An SQL Source
  67. Dispatch: From QuickBooks
  68. Dispatch: Tables And Repeating Sections From An SQL Source
  69. Dispatch: From A File Source
  70. Dispatch: Tables And Repeating Sections From An XML Source
  71. Dispatch: From Salesforce.com
  72. GPS: Adding A New Job
  73. GPS: Configuration
  74. Options: Calculations
  75. Options: Encryption
  76. Options: Proxy Server
  77. Options: Email Notifications
  78. Connecting to Sharepoint.com
  79. Connecting to Sharepoint
  80. Connecting To Cloud File Systems
  81. Connecting To SFTP
  82. Connecting To QuickBooks
  83. Connecting To QuickBooks: User Account
  84. Calculating tax on a form for QuickBooks
  85. Scheduling Jobs
  86. Job Log
  87. Run Jobs From An External Application
  88. Sending Information To Support
  89. Sending Job Configuration to Support
  90. Licensing
  91. Upgrading
  92. Backing Up And Restoring
  93. Webservice Quota
  94. Release Notes
  95. Release Notes 1.15.x
  96. Release Notes 1.14.x
  97. Release Notes 1.13.x
  98. Release Notes 1.12.x
  99. Release Notes 1.11.x
  100. Third Party Software

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