Reports - Quickbooks

Article Contents:

This portion summarizes how to view Quickbooks Reports.

Step-By-Step:

 Step 1: Click on the REPORTS module.  Click on the Quickbooks button from the left menu. 

**Note** If the golf course uses the Quickbooks desktop version they can export all transactions in the .iif file format

Step 2: Customers can search for accounts on a particular item from the search tab. Or Customers can download all data for Customers, Items, Sales, and Receipts.

A choice can be made between Day, Week, Month, Year, or From and Till date by selecting from the calendar drop down and click on Search for particular dates.

​

Step 3:- You can click on the Export IIF button to generate the.IIF file to be uploaded to Quickbooks.

Step 4:-  Some useful link

https://help.projectorpsa.com/display/docs/Status+Code+3171+-+An+attempt+was+made+to+modify+on+or+before+the+closing+date+of+the+company

https://support.bill.com/hc/en-us/articles/204377895-QuickBooks-for-Windows-Sync-Error-An-attempt-was-made-to-modify-a-transaction-with-a-date-that-is-on-or-before-the-closing-date-of-the-company

invoiceasap.zendesk.com/hc/en-us/articles/210862326-Cannot-Get-Connected-to-QuickBooks-Desktop

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