We understand that QuickBooks Desktop is an essential tool for your business, and we want to remind you of a few important things to ensure you get the most out of your software.
Firstly, make sure you’re always using the latest version of QuickBooks Desktop to take advantage of the latest features and bug fixes. Regularly check for updates and install them promptly.
Secondly, keep your company file clean and organized. Regularly reconcile your accounts, categorize your transactions, and back up your data to ensure you can restore it in case of any issues.
Thirdly, take advantage of the many resources available to you as a QuickBooks Desktop user. There are many online tutorials, user forums, and support resources that can help you navigate any challenges you may encounter.
Here’s a brief tutorial on how to sync your ServiceWorks account to Quickbooks Desktop
Generating Your IIF File
In order to synchronize your information with QuickBooks Desktop, you’ll first need to create an .IIF file.
.IIF files are used to import data into QuickBooks Desktop. From ServiceWorks, you can export the following data to import into QuickBooks:
- Chart of Accounts
- Vendor types
- Sales tax codes
- Customers and customer jobs
- Customer and job types
To begin, open up the configurations tab and then navigate to Integration -> Quickbooks Desktop to reach the Quickbooks Desktop menu
Once on this menu, you can use the Generate File button to export a file to upload into your Quickbooks Desktop account. You can set the date range to determine whether to sync larger or smaller amounts of data.
Once the button is clicked, a save prompt should appear asking you to save or rename the file.
Now that your IIF file has been exported from ServiceWorks, its time to import that file into your Quickbooks Desktop account.
Log into your Quickbooks account and click on File -> Utilities -> Import -> IIF Files
Once selected, you should be prompted to import your IIF file from within your locally saved documents. Locate your .IIF file and click Open to continue
Once your files have been successfully imported, you should receive a confirmation prompt showing the imported Invoices.
You can confirm the newly imported information by clicking on the Customers section on the toolbar and viewing the uploaded information there.