How do I import my accounting data into QuickBooks?
In order to import your accounting information into QuickBooks (QB), you need to first export the information into a CSV file within TutorCruncher.
Exporting Accounting CSV within TutorCruncher.
Note: Previously, when exporting Accounting data, we used the Net amount for lessons on the exports. However, due to how rounding works on TutorCruncher, this sometimes meant the total line items in the export didn’t exactly match the full invoice amount shown in TutorCruncher.
To resolve this, exports now use Gross amounts which means the exported data will now correctly match the actual invoice total you see in TutorCruncher.
Once you've downloaded the CSV from TutorCruncher, head over to QuickBooks.
Click on the settings cog in the top right-hand corner, then select Import Data from the menu. From there, choose the relevant accounting data type - for this example, we'll be selecting Invoices.
Import options.
You’ll then be prompted to upload the CSV file you downloaded from TutorCruncher. Click Browse, then locate and select the file from your computer.
Uploading the relevant CSV.
At this stage, QuickBooks will also give you the option to create new contacts for any Clients that don’t already exist in your QuickBooks account. This can be really helpful if it’s your first time uploading data, or if the CSV includes new Clients that haven’t been added yet.
Next, you might be asked to match the column headings in your CSV to the corresponding fields in QuickBooks. Make sure to select the appropriate header from your CSV that aligns with what QuickBooks is asking for. For example, if it asks for the Invoice No., you’ll want to match this with the InvoiceNumber column from your CSV.
Selecting the correlating headings from the CSV to QB.
Once all the headings have been matched correctly, you can proceed with finalising the import.
Finalising the import.
After the import is complete, navigate back to the Dashboard > Sales > Invoices in QuickBooks, where you’ll see the list of Invoices you’ve just uploaded.