Screen: ShopSite > Orders > Download Orders

Download Orders QuickBooks Format

When you select to download orders in QuickBooks for Windows format, ShopSite creates a file that you can import into QuickBooks for Windows (version 2000 or newer). On the Database Download screen, select QuickBooks import file format (If this is the first time downloading orders in QuickBooks Format, you will need to Configure it). You should set the file extension to .iif, since that is the file type that QuickBooks is expecting.

After downloading the orders, start QuickBooks and select File > Utilities > Import and navigate to the .iif file containing the orders. QuickBooks should read the file and then display a message saying that the file has been imported.

Each order in your store will be imported into QuickBooks as a sales receipt containing the details of that order. A new account will be created (if it doesn’t already exist) called "online sales," and each line item from each order will be listed there. The orders will also be visible in the Undeposited Funds register.

Note:
QuickBooks may have trouble importing product names that contain double quotes or single quotes, such as inch and foot designations. You need to rename your products with "inch" or "foot" or some other term.
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Last updated: March 01, 2010
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