Exporting Invoices as .CSV to Import to Quickbooks

Although ConnectSx now has a built-in Quickbooks integration, if you have a custom configuration for Quickbooks you may need to import Invoices directly to your Quickbooks environment. This article will show you how…

Download the Invoice .CSV

1. First you must Complete the Event by entering the PO # in your Event (bringing it to a Completed Event status)

2. Now the Invoice will be available for download

3. Navigate to the Event detail screen

4. Click on the “More” breadcrumbs

5. Select “Generate Invoice”

6. Then select “Download CSV”

   Open

   

7. Now the invoice will download to your system as a .CSV

Import the .CSV to Quickbooks

Next you need to take the .CSV you just downloaded and import it into Quickbooks.

1. First log into your Quickbooks account

2. Navigate to Settings → Import Data → Invoices

3. Then follow the instructions

For more information on how to make sure your import is successful, please refer to the Quickbooks documentation for imports.