Exporting Orders/ Invoices to QuickBooks Desktop
Open
Helcim Commerce:
- Click on Invoicing in the left menu
- Under Invoicing, click Import/Export
- Choose currency, date format (the one you use in QuickBooks), and date range. Click Submit
- Scroll down, choose Export to QuickBooks Desktop
- You will see a list of orders. You can choose all or uncheck all and choose specific ones. (Green = new order; Yellow = update existing order; Red = an issue needs to be resolved before the order can be imported)
- Click Confirm & Export
This will create an .iif file. Save it to your desired location on your computer.
Open QuickBooks Desktop:
- Click on File > Utilities > Import > .iif File (see below)
- Choose the previously saved .iif file from above
- Click Open