In order to export to QuickBooks, you will first need to make sure you have purchased the OrderMate accounting integration, your accounts have been configured and you have installed and configured Zed Axis.
OrderMate supports exporting of:
- Sales & Takings
- Stock Control Invoices (Expense / Bill Invoices)
Exporting from OfficeMate
- The export range is NOT inclusive of the "to" date. (Eg: in order to export data from the 01/08/2014, you should set the date range to be from 01/08/2014 to 02/08/2014).
- When exporting invoices the export range picks up invoices based on the invoice date, NOT the date the invoice was entered.
Importing to QuickBooks
Select the appropriate mapping from the drop-down (e.g.: OrderMate Sales & Takings or OrderMate Invoices).
Click "Import". This will import the selected file into QuickBooks.
A summary screen will appear showing the status of each shift imported.
f you encounter any errors, you can consult the Zed Axis knowledge base. The most common error encountered (shown above in the screenshot) can be handled quite easily using this OrderMate knowledge base solution.