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Helcim Commerce » Integrations » QuickBooks » QuickBooks Desktop » Exporting »

Exporting Orders/ Invoices to QuickBooks Desktop

Open Helcim Commerce:
  1. Click on Invoicing in the left menu
  2. Under Invoicing, click Import/Export
  3. Choose currency, date format (the one you use in QuickBooks), and date range. Click Submit
  4. Scroll down, choose Export to QuickBooks Desktop
  5. 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)
  6. Click Confirm & Export

This will create an .iif file. Save it to your desired location on your computer.

Open QuickBooks Desktop:

  1. Click on File > Utilities > Import > .iif File (see below)
  2. Choose the previously saved .iif file from above
  3. Click Open