Exporting to QuickBooks

Almost nobody asking for accounting integration wants their books synced in real time. What they want is this: my bookkeeper needs this in QuickBooks and I am currently retyping it.

You run your business here all month, and once a quarter somebody outside the product needs the same numbers inside QuickBooks, in a shape QuickBooks will accept.

Get the three files

Under Your data, pick a period and export:

File	What is in it
Customers	Your client directory — name, company, email, phone, address.
Invoices	Every invoice raised in the period, one row per line item, with the number, customer, dates, description, quantity, rate, amount and tax.
Expenses	What you spent in the period, in its categories.

Import them in that order

Customers first, always. QuickBooks matches invoices to customers by name. Import invoices referencing customers QuickBooks has never heard of and it will either refuse the file or quietly create a second copy of every client you have — which is a worse outcome than a failure, because nobody notices for a month.

Why it is files rather than a live connection

This is not new data. It is the same information the Reports page exports, arranged the way the receiving system demands: QuickBooks’ own column names, one row per invoice line, and dates in a format that cannot be read as the wrong day.

A file you can look at before you import it is also a file your bookkeeper can check, correct and re-run. A live sync that silently pushes the wrong thing is considerably harder to undo.

What it costs

It is on every plan. Your records are yours, and getting them into the system your accountant uses is not something to charge for.