Or you can find allowable receivables transactions posted on a different post date. Like payments, you must import invoices before you can import these types of transactions since they are applied to invoices in QuickBooks.Īs with payments, QuickBooks Integrator defaults to all other allowable receivables transactions posted today. In addition to payments, you can import other types of receivables transactions, such as credits, duplicate payments, refunds, voids, and write-offs (but not debit memos or miscellaneous payments), directly from RB9. Then select all or some of the posted payments and import them to QuickBooks. Or you can find payments posted on a different post date. QuickBooks Integrator defaults to all payments posted today. You just have to import invoices before importing payments since payments are applied to invoices in QuickBooks.
Instead of recording deposits manually in QuickBooks, you can import payment transactions directly from RB9, including payment processing fees. As with importing entities, select all or some of the entities and import them to QuickBooks.Īnd as it imports invoices, RB9 automatically generates any missing data in QuickBooks (such as customers, chart of accounts, or items) so you don’t have to worry about importing all of the supporting data for invoices one at a time. You can find invoices for a different post date, and/or invoices posted by one or more of your business units. QuickBooks Integrator defaults to all invoices posted today. You can reprint RB9 invoices in QuickBooks format, if needed.If you keep track of deposits with QuickBooks, you can eliminate duplicate entries of invoices and payments by importing that information directly from RB9.If you operate multiple businesses and use QuickBooks to generate invoices for a business other than court reporting (e.g., a staffing business), you can import RB9 invoices into QuickBooks to run consolidated income statements.There are several reasons to import your RB9 invoices into QuickBooks: From the resulting list, select all or some of the entities and import them into QuickBooks with a single click. Instead of entering contacts/customers and resources/vendors into both RB9 and QuickBooks, enter them in RB9, then use QuickBooks Integrator to copy them into QuickBooks.Īfter entering contacts or resources in RB9, all you have to do to add them to your QuickBooks is open QuickBooks Integrator, select Customers to import RB9 contacts or Vendors to import RB9 resources, and leave the date entered default as today or enter a different date range. Instructions for all 3 tasks are included in the RB9 user guide, and RB Support can assist you if you need any help.Īfter you have finished these 3 requirements, all you have to do open QuickBooks then QuickBooks Integrator in that order and keep QuickBooks open while you are working in QuickBooks Integrator. Secure remote access to your QuickBooks (desktop version only) or test your connection (cloud version only).System-wide defaults for QuickBooks Integrator.Your RB9 business units’ accounts to match your QuickBooks setup.Before you can use QuickBooks Integrator, set up: QuickBooks Integrator requires some set-up before it can import RB9 data into QuickBooks for you. QuickBooks Integrator works with either QuickBooks online or desktop edition. Import resource paychecks directly into QuickBooks so that you can reconcile your bank account easily.Import payments and other transactions, including overpayments, directly into QuickBooks so that your bank deposits record and account balances will be accurate.
Import invoices that were generated in RB9 directly into QuickBooks so that you can run consolidated financial statements.Import contacts and resources into QuickBooks as customers and vendors.With RB9’s QuickBooks Integrator, you can: If you use the popular accounting package, QuickBooks, you can import your RB9 data directly into QuickBooks using QuickBooks Integrator, eliminating the need to re-key financial data. Lesson #104 Tools – QuickBooks Integrator function
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