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Exporting to Quickbooks

From any BOARD:

  1. Be sure to have your Quickbooks acount open
  2. From your Wecora Board, Go to FILE, then EXPORT, then QUICKBOOKS INVOICE
  3. You may be asked to do a quick backup first, click OK
  4. Items will be imported and found in your Invoices (you can go to CUSTOMERS, then CREATE INVOICE, then sort by date)

*If you wish to only export certain items from the board, make sure you're looking at the item list tab, select the individual items, then click EXPORT.

 

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