RB User Guide > Tools > QuickBooks Integrator

Importing invoices into QuickBooks

RB9 only

There are several reasons to import your RB9 invoices into QuickBooks.

• 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.
• If you keep track of deposits with QuickBooks, you can eliminate duplicate entries of invoices and payments by importing that information directly from RB9.
• You can reprint RB9 invoices in QuickBooks format, if needed.

1. Launch your QuickBooks and have the right company file open.
2. Tools > QuickBooks Integrator
3. In the Search By pane, specify the following filters:

• QuickBooks Data

  Select Invoices in the drop-down.

• *Post Date From/Post DateTo

  Required. Default is today. Enter a different invoice post date or date range (up tp 7 days), if desired.

• Business Units

  Profit centers or parts of your business you track separately. Default is ALL. Click to restrict search to invoices tied to specific BUs (see Lookup panel). BUs are set in Business Units.
4. Click . RB9 lists all of the invoices posted for the specified period.
5. Check the box in the header to select all of the invoices displayed or check individual boxes to select specific invoices.
6. Choose Import to QuickBooks.

IMPORTANT: Always open QuickBooks & company file before importing

Having QuickBooks and/or the company file closed when you attempt to connect will drastically increase the amount of time taken when importing data to QuickBooks(over 300%). It can also cause errors.

It is possible to connect with these closed, however all requests to the company file must first go through QuickBooks, which means QuickBooks must be launched in the background for each query.  It will always be fastest to connect with QuickBooks already running.

NOTE: RB9 fills in QuickBooks data

RB9 automatically generates any missing data in QuickBooks (such as customers, chart of accounts, or items) as invoices are imported. You do not have to worry about importing all of the supporting data for invoices one at a time.

Reference

• QuickBooks preferences
• Lookup panel
• Business Units

Step-by-step instructions

• Preparing to use QuickBooks Desktop with RB9
• Importing entities into QuickBooks
• Importing payments into QuickBooks
• Importing credits & journal entries into QuickBooks
• Importing resource payroll checks into QuickBooks
• Troubleshooting QuickBooks Integrator