Find a list of sales by their QuickBooks Status

This article applies to:

This integration has been retired for all new customers. Existing customers are encouraged to check their data since there could be some inconsistencies. We will be updating with a new integration as soon as possible.

You can filter the All Sales Report and Payments Report by QuickBooks status.

 

Filter the All Sales Report by QuickBooks Status...

  1. Go to E-Commerce > Reports and click on All Sales Report.
  2. Click the Start Over button to reset the search criteria.
  3. Click on the QuickBooks Status tab to select QuickBooks related search criteria.
  4. Select your Criteria
    1. Export Status: Choose from Downloaded (Exported to IIF), Imported (Uploaded to QuickBooks) and Error (Unsuccessful Export.)
    2. Has been Exported: Select Yes or No.
    3. Export Date: Set a specific date range.
  5. Click the Search button to view the results.

Filter the Payments Report by Quickbooks Status...

  1. Go to E-Commerce > Reports and click on Payments Report.
  2. Click on the Start Over button to reset the search criteria.
  3. Click on the QuickBooks Status tab to select QuickBooks related search criteria.
  4. Select your criteria:
    1. Export Status: Choose from Downloaded (Exported to IIF), Imported (Uploaded to QuickBooks) and Error (Unsuccessful Export.)
    2. Has been Exported: Select Yes or No
    3. Export Date: Set a specific date range.
  5. Click on the Search button to view the results.
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