Exporting to QuickBooks

SpaGuru allows you to export your sales and receipts into a QuickBooks importable format. Follow the instructions below to perform the desired import.

IMPORTANT: Before attempting any import you must backup your QuickBooks database.

Importing Sales into QuickBooks

Sales are imported into QuickBooks as a batch of general journal entries. The entries will credit your Sales and Tax Accounts, and debit your Accounts Receivable account. To export the file, select the SpaGuru icon in the top left corner of your screen. Navigate to Reports, then Export and then select QuickBooks Sales. The standard report screen appears.

  1. Select the date range to export.
  2. Select the currency of transactions to export.
  3. Enter the Accounts Receivable account number from QuickBooks. This Accounts Receivable account used here cannot be your standard accounts receivable account, as QuickBooks then requires all customer accounts to exist. Instead you may want to create an additional Current Asset account in QuickBooks and name it something like Accounts Receivable SpaGuru.
  4. Enter the Sales account number from QuickBooks
  5. Enter the Tax account number from QuickBooks.
  6. Click OK to run the report.
  7. Once the report has run click the Export button and choose CSV.
  8. Save this file to a location you can easily find.

Now that you have exported the data into a QuickBooks format you can import it from inside QuickBooks.

  1. Inside QuickBooks click File, then choose Import and then click IIF Files.
  2. Browse to the file you saved from SpaGuru.
  3. Click OK.

All the sale transactions will be imported into your account balances.

Importing Receipts into QuickBooks

Receipts are imported into QuickBooks as a batch of general journal entries. Navigate to Reports, then Export and then select QuickBooks Receipts. The standard report screen appears.

  1. Select the date range to export.
  2. Select the currency of transactions to export.
  3. Enter the Accounts Receivable account name from QuickBooks. This Accounts Receivable account used here cannot be your standard accounts receivable account, as QuickBooks then requires all customer accounts to exist. Instead you may want to create an additional Current Asset account in QuickBooks and name it something like Accounts Receivable SpaGuru.
  4. Enter the Bank account name from QuickBooks
  5. Click OK to run the report.
  6. Once the report has run click the Export button and choose CSV.
  7. Save this file to a location you can easily find.

Now that you have exported the data into a QuickBooks format you can import it from inside QuickBooks.

  1. Inside QuickBooks click File, then choose Import and then click IIF Files.
  2. Browse to the file you saved from SpaGuru.
  3. Click OK.

All the receipt transactions will be imported into your account balances.

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