6.9 Quickbook Export - Import

ADvendio provides you with all the tools to easily export your data from Salesforce to later import into Quickbooks. Here are the steps: 

  1. Open the reports tab and search for the standard ADvendio report Quickbook Invoice w/ Invoice Items 
  2. Click on export and save to your computer.
  3. Use your import tool (Zed Axis, Excel Transactions for Quickbooks, Mothernode, Business Importer or comparable) to import this into Quickbooks. 

Remember that your report will deliver multiple invoices with potentially multiple invoice item lines. Therefore some easy tools will NOT work.