Feature update:
This feature has now been upgraded to a new version please see the article below:
Old legacy version
Supports the following QuickBooks desktop versions
U.S.
Canadian
U.K.
If you use Quick Books desktop for managing your accounts, you can export your invoices or jobs in CSV format and import in QuickBooks using the IIF transaction creator from Big Red Consulting.
In the board view, select Invoices.
Click Show Menu.
Click Settings.
Scroll down to the Export Invoice Data section, click Launch Quick Books exporter.
Note Tudodesk exports files in CSV format which is widely observed by other applications. Quick Books does not allow for the importing of CSV files. To import transactions, you need to purchase IIF Transaction Creator which will convert our files into IIF format and import transactions into Quick Books.
This opens the Quick Books exporter tool.
Transaction Account
Enter account to post your sales items to usually Accounts Receivable.
Sales Account
Enter the AR account name where you want your sales items posted. This is a default value and can be overridden at the product level.
Tax Account
If you charge GST, VAT or Sales Tax;
Enter the tax rate display name as it appears in Quick Books. If the tax rate name contains words and a percentage, enter it in full as it appears in QB, for example, 15% GST or Sales Tax.
Important: If you charge multiple sales Tax rates on your invoices (different rates on sales lines) you will need to map your Tudodesk Tax codes to Xero:
Click the Settings cog in the bottom left navigation bar of Tudodesk.
From the settings view, scroll down to the Sales Tax section.
Click Tax rates and groups.
Locate your first Tax Type, Click to edit.
Enter the tax rate display name as it appears in QB. If the tax rate name contains words and a percentage, enter it in full as it appears in Xero, for example, 15% GST or Sales Tax.
Repeat for all required QB tax accounts.
If you need to set-up Tax rates in Tudodesk follow this Tutorial.
Date Format
This is set automatically to match your locale settings in Tudodesk.
Update: Specify the date to export invoices from
Downloading your CSV invoice file
Click Download CSV File to download the file to your local computer. Your settings are automatically saved, so they are remembered next time you run the export tool.
Click Close.
You can import your CSV File into Quick Books using the IIF Creator (purchased separately).
Any invoices that are already in Quick Books
will be ignored.
Invoices are posted into Quick Books using the Tudodesk invoice number appended with 'TD' for example 'INV00100TD'.
Importing your CSV into IIF Creator
Make sure you have IIF set to multi-row & Detail/distribution rows only (see below).
Make sure you have mapped the sales, transaction, and tax accounts in Tudodesk exactly as they are shown in QB.
For more information or help with IIF creator: