Export Invoices to QuickBooks

You have a range of settings you can customize in Radio Workflow, which dictate how Invoices are exported. To learn more about these settings, please watch the video below.

Once you are ready to export your Invoices, then simply follow these steps:

  1. Click on Accounts Receivable on the side bar (the credit card icon).

  2. Then click on Invoice Detail, select any Filters you wish to apply, then Run Report.

  3. Check your result set to ensure it only includes Invoices you wish to export, then click Export QB IIF.

  4. One the file is exported, you can import it into QuickBooks Desktop.

For more information on how to import this file into your QuickBooks Desktop, then please follow this link to the QuickBooks documentation.