Exporting to QuickBooks

Summary

This article will explain:

• What information can be exported from OrderMate to Quickbooks
• How to export from OfficeMate
• How to import to Quickbooks using Zed Axis

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, see Getting-Started-with-QuickBooks

OrderMate supports exporting of:

• Sales & Takings
• Reconciliation Variance
• Stock Control Invoices

Step 1 - Exporting from OfficeMate

1. Log in to OfficeMate as a user that has sufficient permission to perform an export

2. On the left, navigate to Daily Tasks -> Accounting Export

3. Choose the desired export type Sales & Takings or Invoices

4. Select the desired date range to export

5. Select the file name and location where you would like to save the export file

6. On the toolbar at the top, click "Export".

Step 2 - Importing to QuickBooks 

1. Open QuickBooks and log in to your company file
2. Open Zed Axis, select how you would like to connect to QuickBooks (Desktop or Online) and click "Connect" to connect to QuickBooks. (The first time you do this, you may need to accept a security warning in QuickBooks and say that you trust Zed Axis.)
   
   
3. Click the "Import" tab
   
   
4. Browse for the desired file that you want to import
   
   
5. Select the appropriate mapping from the drop-down (e.g.: OrderMate Sales & Takings or OrderMate Invoices)
   
   
6. Click "Import". This will import the selected file into QuickBooks
   
   
7. A summary screen will appear showing the status of each shift imported
   
   
   
   If 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.