SmartSoft Invoices - Online Help

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Exporting to QuickBooks


Connecting to QuickBooks

SmartSoft Invoices connects directly to QuickBooks. This way you can export document data directly to your QuickBooks company file. To enable the integration:

  • Start QuickBooks before SmartSoft Invoices.
  • In SmartSoft Invoices click File->Integration and select QuickBooks.
  • QuickBooks will ask you to approve the connection.Check the screenshots below.

Immediately after the user clicks on File->Current ERP-QuickBooks, the screenshot below will appaer.


The screenshot below indicates what options to select in order for the integration to work.


Click on the Continue button and the screenshot below will appear. By clicking the Done button the integartion is done the user will be able to export directly to QuickBooks and also use Vendor names,GL Accounts, Items, VAT codes, Classes, etc.

Exporting to QuickBooks

To export the processed files to QuickBooks, make sure that the software is connected to QuickBooks, click Export in the bottom left corner of the screen and then select QuickBooks Direct from the list.

QuickBooks Export Settings

The user can set specific Shipping and Handling and Tax expenses so that the software knows where to post them in QuickBooks. Make sure you are connected to QuickBooks (File->Current ERP->QuickBooks), go to Tools->Settings->QuickBooks and use the drop down menus in order to select those accounts.

Note: Make sure QuickBooks is started before doing this.


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