How to Setup and Use the Data Export With Quickbooks (Quickbooks Integration)

In order to ease the process of moving your accounting data from foreUP to Quickbooks, we have developed quick and efficient way to export that data from the software and import into Quickbooks.

How to setup the Quickbooks Export in foreUP: 

1. Navigate to Settings -> Accounting -> Export. 

3. In Quickbooks, go to "Chart of Accounts"

4. In foreUP, enter the exact account name (Spelling, spacing, formatting, punctuation, and capitalization matter) from the Quickbooks account that you wish the foreUP item to route to. For example, if your Quickbook account says "Cash - Chase Bank" and you want foreUP Cash to export to that account, enter "Cash - Chase Bank" in foreUP under Cash. 

**NOTE: If trying to import money into a "receivables account" in QuickBooks, the receivables account cannot be of the "Account Receivable" type but has to be "Other Current Asset." See below for information on how to set this up.

Quickbooks:

foreUP:

(*Note if your account shows numbers in front of account names, you do not have to include the numbers. You will only enter the account "Name". There is a setting in Quickbooks that can make the "Account Number" the "Account Name". If that is active on your quickbooks, you will only copy the "Account Number" into foreUP.)

5. Only Account Names are required. You only need to enter Class, COGS, and Inventory if you prefer. However, if you choose to use COGS then you will also have to use Inventory and vice versa. If any account names are left blank you will have an error. You can map unused foreUP items to unused Quickbook accounts.

6. Hit Save at the VERY bottom to save the Data.

How to Use the Export File:

1. In foreUP, select the date you wish to run. Adjust any filters you prefer.

2. Hit Download CSV.

3. foreUP will export data into an excel (.csv) file.

4. In Quickbooks, hit File-> Utilities-> Import-> IIF-> Adjust file Type to "All Files". In Quickbooks Desktop 2019, you have to click on the bottom "import for me, I'll fix it later" - then it gives you the option to override the system and choose "all files" and import - It is not recommended from QB but it allows the data to convert from CSV format.

5. Select the excel file that was just exported.

How to create an "Other Current Asset" account in QuickBooks:

*Note, an account cannot be adjusted from Receivables to Other Current Asset. You will need to create a new account in QuickBooks.

1. Add A New Account

 

2. Select Account Type

3. Select Account Name