General Guidelines from QuickBooks about IIF filesġ. Read the instructions below before you begin. Once you've generated IIF files from TutorPanel you're almost ready to begin uploading. Part II - Importing IIF Files into QuickBooks Select a time period for your IIF file and click export. Make sure your general QuickBooks settings have been entered. Under the Accounting tab go to the Export to QuickBooks option. Use the IIF file to import your invoice totals into QuickBooks. Select the month or a custom date range and then click the Export Invoices button. To export your invoice totals from TutorPanel in IIF format, go to the Invoices section on the QuickBooks page in your TutorPanel account. The IIF file generated in TutorPanel currently exports invoice totals only - to view line items on an invoice, your clients should refer to the original invoice from TutorPanel.ĥ. Invoice totals in QuickBooks cannot be negative - if the invoice total in TutorPanel is negative the invoice will be exported to QuickBooks as a Credit Memo.Ĥ. QuickBooks invoices do not include payments as line items on invoices so you should not include payments when you create invoices in TutorPanel.ģ. QuickBooks invoices do not carry forward starting balances so you should not check the option to include starting balances when you create invoices in TutorPanel.Ģ. TutorPanel provides more flexibility than QuickBooks when it comes to invoices so there are a couple things you should keep in mind when generating invoices if you plan on exporting those invoices to QuickBooks.ġ. Use the IIF file to import your customers into QuickBooks. Under the Customers section of the QuickBooks page, click the button to Export Customers. You can do this manually or you can generate an IIF customer file in TutorPanel and import it into QuickBooks. You will need to enter the account names from QuickBooks for your sales, received payments and the service item name for your tutoring services.īefore importing any transactions into QuickBooks you need to make sure that customer accounts exist in QuickBooks for each customer in TutorPanel. Under the Accounting tab enter the general QuickBooks settings.
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January 2023
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