QuickBooks

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QuickBooks Integration Overview
The QuickBooks integration is disabled by default. Please contact Customer Service by phone or chat to request that it be enabled. You will be asked to read and sign a legal disclaimer, then email it back to them. Pro-Tip! It is suggested that y...
QuickBooks Integration Setup
Prepare Products for import into QuickBooks Go to E-Commerce > Products and click on a product's name to edit it. Go to the QuickBooks Information tab to enter: QuickBooks Product Name : The QuickBooks Product Name must exactly mat...
Export An IIF File To Update QuickBooks
The Infusionsoft All Sales Report produces a list of orders based on the search criteria you set and the All Payments Report produces a list of all payments (e.g. check, credit card, etc.) and credits applied manually or during a refund process. Y...
Find A List Of Sales By Their QuickBooks Status
You can filter the All Sales Report and Payments Report by QuickBooks status.   Filter the All Sales Report by QuickBooks Status... Go to E-Commerce > Reports and click on All Sales Report . Click the Start Over button to reset...