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QuickBooks desktop integration setup
Max Classic integrates with the desktop version of QuickBooks. With this integration, you can export invoice and payment data (cash payments, returns, refunds, & credits) from Keap and use it to update QuickBooks. Keap employees do not support...
Export An IIF File To Update QuickBooks
The Infusionsoft All Sales Report produces a list of orders based on the search criteria you set and the All Payments Report produces a list of all payments (e.g. check, credit card, etc.) and credits applied manually or during a refund process. Y...
Find a list of sales by their QuickBooks Status
You can filter the All Sales Report and Payments Report by QuickBooks status. Filter the All Sales Report by QuickBooks Status... Go to E-Commerce > Reports and click on All Sales Report . Click the Start Over button to reset...