Export

Depending on what version of QuickBooks you are using, the Export Page will look slightly different.

QuickBooks Online

Get Connected to QuickBooks Online

If you have not already connected to QuickBooks Online, this page will have an option to connect from here. To learn more about this click here.

Non-Posted Records Summary

Here you can see the number of pending Invoices and payments within ServiceMonster. Click on the “# Pending” to see the list of pending invoices or payments. 

QuickBooks Desktop (Web Connector)

QuickBooks Web Connector Instructions

Here you can view the instructions for setting up the web connector. For more information click here. 

Non-Posted Records Summary

Here you can see the number of pending Invoices and payments within ServiceMonster. Click on the “# Pending” to see the list of pending invoices or payments. 

QuickBooks IIF File

 QuickBooks IIF File Export

For information on setting up the IIF File Export option, click here.

Non-Posted Records Summary

Here you can see the number of pending Invoices and payments within ServiceMonster. Click on the “# Pending” to see the list of pending invoices or payments. 

Non-Posted Invoices

Here you can view a list of your Invoices that have not yet been exported to Quickbooks. You can click on the order number to go to the page for that order, and you can click on the account name to go to the account page for that account. 

Non-Posted Payments

Here you can view a list of your payments that have not yet been exported to QuickBooks. You can click on the Payment link to view the payment details for that order, the order number to go to the page for that order, and you can click on the account name to go to the account page for that account.

Export History

Here you can see a record of your past exports. Click on the Posted Date to view the details of that export.

‍

Errors

If you have errors when running the export, then click here to view our help article covering export errors.

Call our support at (888) 901-3300 from 6am to 5pm PST for more help with any errors you find.