Difference between revisions of "Export to QuickBooks Peachtree or Other Program"

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MicroNet provides an option to export your organization's billing transactions in a format that is easily imported into QuickBooks, Peachtree and potentially other financial programs.
  <div style="text-align: left;">[[ChamberMaster_Billing-TableOfContents|Table of Contents]] | [[ChamberMaster_Billing-FAQs_on_automatic_epayments_recurring_credit_ca|Previous]] | [[ChamberMaster_Billing-Getting_started_2|Next]] | [[ChamberMaster_Billing-Index|Index]]</div>
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==Overview==
  <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">Export to QuickBooks, Peachtree or Other Program</div>
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First, you will want to learn how to use our Integrated Billing for creating invoices, receiving payments and sending statements. Our software will be your primary source for performing and viewing membership transactions.
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  <div style="color: #808080; font-family: Cambria; font-size: 22pt;"><span id="wwpID0E0OI0HA">Export to QuickBooks, Peachtree or Other Program</span></div>
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Watch the [http://www.screencast.com/t/z8dWQioV Billing I: Getting Started] and [http://www.screencast.com/t/nJTDxasLw Billing II: Day to Day Activities] training videos or follow the instructions in the [[Integrated Billing]] section.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0NI0HA">MicroNet provides an option to export your membership billing transactions in a format that is easily imported into QuickBooks, QuickBooks Online (using a third party app*), Peachtree or other financial applications that accept (.CSV </span><span style="font-style: italic;">or “Comma Separated Values”</span>) files.</div>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-weight: bold;"><span id="wwpID0E0MI0HA">Overview </span></span></div>
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Then on a regular basis, perhaps daily or weekly, you will export your transactions from ChamberMaster/MemberZone and import them into your accounting software. Supported export options include QuickBooks, PeachTree and Excel.  
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0LI0HA">First, you will want to learn how to use Integrated</span><span style="color: #000000;"> Billing</span> for creating invoices, receiving payments and sending statements. Our software will be your primary source for creating and viewing membership financial transactions.</div>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0KI0HA">View the </span><span style="color: #0000FF; font-family: Calibri; font-size: 11pt; text-decoration: underline;">[[http://www.screencast.com/t/LJSprfPAcR|Billing I: Getting Started]]</span><span style="font-family: Calibri; font-size: 11pt;"> and </span><span style="color: #0000FF; font-family: Calibri; font-size: 11pt; text-decoration: underline;">[[http://www.screencast.com/t/KrboIBavtj6D|Billing II: Day to Day Activities]]</span><span style="font-family: Calibri; font-size: 11pt;"> </span>training and read through the Integrated <span style="font-family: Calibri; font-size: 11pt;">Billing</span> section.</div>
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[[Category: Integrated Billing]]
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0JI0HA">Then on a regular basis, perhaps daily or weekly, you will export.  You will then import this into your accounting program</span><span style="color: #FF0000;"> or use the summary journal entry option</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0II0HA">Supported export options include QuickBooks (.IIF), </span><span style="color: #FF0000;">QuickBooks Online using a third party app*</span> (.CSV), PeachTree (.CSV) and Excel (.CSV), which is accepted by some third party billing solutions.</div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt;"><span id="wwpID0E0HI0HA">*</span><span style="font-style: italic;">Transaction Pro Importer</span> is an app available in the QuickBooks Online App Store. It allows for the import of (.csv) files into QuickBooks Online.</div>
 
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Revision as of 22:10, 11 August 2015

MicroNet provides an option to export your organization's billing transactions in a format that is easily imported into QuickBooks, Peachtree and potentially other financial programs.

Overview

First, you will want to learn how to use our Integrated Billing for creating invoices, receiving payments and sending statements. Our software will be your primary source for performing and viewing membership transactions.

Watch the Billing I: Getting Started and Billing II: Day to Day Activities training videos or follow the instructions in the Integrated Billing section.

Then on a regular basis, perhaps daily or weekly, you will export your transactions from ChamberMaster/MemberZone and import them into your accounting software. Supported export options include QuickBooks, PeachTree and Excel.