QB/BizApp Exporting Requirements

In order for exporting to function correctly, QuickBooks MUST match BizApp in the areas marked with an (x) below:

Export
    x Vendors - can be imported from QB or can be linked manually - See BizApp - SetUp - Vendor Setup for more information
    x Customers - can be imported from QB or can be linked manually - See BizApp - SetUp - Customer Setup for more information
    x Terms - if the payment term exists in BizApp it must also exist in QB
    x Ship Via - if the shipping choice exists in BizApp it must also exist in QB
    x Items - BizApp Invoice Income Accounts must have a matching Item in QB which is linked to the correct GL Account. (Create an Invoice in QB for it to create the Items for you and then link the Account)
    x GL Accounts - GL Accounts can be imported from QB or linked manually - See BizApp - SetUp - Accounting Links for more information
Comments