If you keep your books in QuickBooks, you can send a month of your invoices over without retyping them. Estimation Builder emails you a file formatted for your version of QuickBooks, ready to import.
Open the QuickBooks export
Click QuickBooks Export from your dashboard.
Set your accounts first
Under Export settings, tell us which accounts your invoices should post to:
- Income account — the QuickBooks account your invoice income posts to. It must match an account name in your QuickBooks chart of accounts (for example, "Construction Income").
- Tax account — optional. Leave it blank if you don't track sales tax separately in QuickBooks.
Click Save settings. You only need to set these once, though you can update them any time.
Email yourself an export
Under Email me an export:
- Pick the Month whose invoices you want to include.
- Choose the Format that matches your QuickBooks:
- QuickBooks Online — a CSV file.
- QuickBooks Desktop — an IIF file.
- Click Email me the export.
We'll email the file to your account's address. Open the email, download the attachment, and import it into QuickBooks. The page also keeps a history of the exports you've requested.
Related: Exporting your data as CSV.