RB User Guide > Tools

QuickBooks Integrator

RB9 only

QuickBooks Integrator streamlines the integration of RB9 data into QuickBooks, a popular accounting package used by many court reporting and other legal support businesses.

NOTE: Integrator imports RB9 data into QuickBooks for you

With RB9’s QuickBooks Integrator, you can:

• Import contacts/customers and resources/vendors from RB9 into QuickBooks, eliminating the need to re-key information.
• Import invoices that were generated in RB9 directly into QuickBooks so that you can run consolidated financial statements.
• Import payments and other transactions directly into QuickBooks so that your bank deposits record and account balances will be accurate.
• Import resource paychecks directly into QuickBooks so that you can reconcile your bank account easily.

IMPORTANT: Set up QuickBooks to work with RB9

Before you can import RB9 data into QuickBooks, you must:

• Enter your QuickBooks information in System Preferences.
• Desktop version only: Download a free remote connector application from QuickBooks and set it up to enable secure remote access to your QuickBooks. See Preparing to use QuickBooks Destop with RB9.

Reference

• QuickBooks preferences

Step-by-step instructions

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