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

Exporting Transactions/ Payments to QuickBooks Desktop

Open Helcim Commerce:

  1. Click on Payments in the left menu
  2. Under Payments, click Import/Export
  3. Choose currency, terminal, misc tenders, 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 transactions. You can choose all or uncheck all and choose specific ones. (Green = new transaction; Yellow = update existing transaction; Red = an issue needs to be resolved before the transaction 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