QuickBooks Download Guide


QuickBooks Download Guide

QuickBooks Download

The QuickBooks Download page permits you to download your effectively settled exchanges into reports appropriate for bringing into QuickBooks and other viable bookkeeping the board frameworks.


Note: You should design your QuickBooks Download Report Settings before you can utilize this element. To see your QuickBooks Download Report Settings, click Settings in the principle menu and afterward click QuickBooks Download Report Settings in the General segment.


To make a settled exchanges report for use with QuickBooks download:


Stage 1: If wanted, select a QuickBooks charge exchange type from the Charge Transaction drop-down list:


Deals Receipt/Cash Sale—A default QuickBooks exchange type that records when full installment is gotten by the vendor at the time a deal is recorded.


Receipt—A default QuickBooks exchange type that records full installment isn't gotten at the time the deal is recorded or is gotten ahead of time.


Installment—A default QuickBooks exchange type that records when an installment is gotten on a client receipt.


Receipt Payment—A default QuickBooks exchange type that records the two solicitations and their ensuing installments.


Stage 2: If wanted, select Credit Memo from the Refund Transaction drop-down list.


Note: You can run a report for only one or a mix of the QuickBooks Charge Transaction and QuickBooks Refund Transaction types accessible.


Stage 3: Select a settlement bunch date or date range from the Start Date and End Date drop-down records.


Note: You can choose any date range as long as 90 days.


Stage 4: Click Run Report to see your report in the Merchant Interface, or snap Download to download the report into QuickBooks design.


On the off chance that you select Run Report, the produced report will show up in the Merchant Interface with the accompanying subtleties: Transaction ID, Invoice Number, Transaction Status, Submit Date, Customer Name, Card Type, Payment Method, Payment Amount, Settlement Date, and Settlement Amount.


On the off chance that you select QuickBooks Download:


Stage 5: Click Save to save the download record appropriately in QuickBooks .iif organization, or Open to open the report right away.


Note: If you decide to open the downloaded report promptly as opposed to saving it to your PC, if it's not too much trouble, note that the document won't open naturally in QuickBooks. You are as yet needed to import the document as per QuickBooks techniques.


Stage 6: Select the area on your PC or organization where the document ought to be saved.


Stage 7: Click Save. Your record is naturally saved to the area you indicated. You can explore to that area to recover the record and open it in QuickBooks.


Stage 8: Click Close.


Your report is downloaded as an .iif record reasonable for bringing in to the Basic, Professional, and Premier versions of QuickBooks from 2002 to 2005. For adaptations not recorded here, if it's not too much trouble, import a test document to guarantee similarity prior to transferring .iif documents produced by the installment door


All download records are named "DownloadYYYYMMDD-HHMMSS.iif." For instance, a document that is downloaded on March 5, 2006 at 3:41:30 pm would be named Download20060305-154130.iif. Make certain to save all QuickBooks report downloads as .iif records as it were.


Note: Any solicitations and installments contained in an imported report won't be consequently related in QuickBooks. You really want to physically coordinate with any such exchanges together.


Import Errors


To keep away from pointless import mistakes, it is consistently a smart thought to utilize the QuickBooks suggested default represents your QuickBooks download report settings.


On the off chance that a mistake is experienced while bringing in the .iif document, QuickBooks will show a blunder message demonstrating the exchange where the mistake happened.


If you decide to proceed with the import, all exchanges aside from those that accomplished blunders are effectively brought into QuickBooks.


In the event that you decide to drop the import, exchanges recorded before the errored exchange will be effectively brought into QuickBooks. To import the excess exchanges, you will initially have to address any error(s) and yet again run the QuickBooks Download Report in the Merchant Interface.


To import the revised and remaining exchanges:


Stage 1: If essential, right any error(s) in your QuickBooks setup or on the QuickBooks Download Report Settings page (see the Import Troubleshooting table beneath).


Stage 2: Re-run a similar QuickBooks Download Report, OR, contingent upon the blunder experienced, you can just address the errored exchanges in the first .iif import record.


Stage 3: Delete the exchanges that have as of now been effectively brought into QuickBooks from the new .iif download record. This will keep copy exchanges from being brought into QuickBooks.


Stage 4: In your QuickBooks arrangement, move the client name related with the errored exchanges from the Other Names rundown to Customer Names rundown, or make the client name idle in the Other Names List.


Stage 5: Import the altered .iif record into QuickBooks.


Significant: Please allude to your QuickBooks documentation for more nitty gritty data about bringing in records.


Source: https://accountingsoftwarehelpline.blogspot.com/2021/11/quickbooks-download-guide.html


Keywords: quickbooks download guide,quickbooks download,quickbooks desktop download


Other related blogs

North America Yoga Accessories Market Overview Is Anticipated To Grow At A CAGR Of More Than 13.04% In Value Terms In The Forecast Period.

By : Actual Market Research

The Industry insights of the report North America Yoga Accessories Market helps with the successful ..

Bulk Featured Image WordPress Plugin

By : Creedally

Have hundreds of products or blog posts on your websites and having trouble setting up/changing feat..

How to defeat the online casino Winspirit?

By : Betting Sites

You've come to the right place if you're wanting to find out how to win at online jackpot party casi..


By : KorooNet