This section of Arranging Director Admin allows you to download files to export to Quickbooks.
Navigate to System Settings > Arrange Director Admin > Financial & Quickbooks Setup and Maintenance > Quickbooks Export Files.
- Right click the file download icon to open the file you wish to download. (Quickbooks exports will be in the format required for importing into Quickbooks.)
- For a Quickbooks export, save the file to your computer by clicking “File” then “Save As…”.
- Make sure to select “Text File” as the “Save as Type” option and add or keep the file extension as .IIF
- After saving, you may open Quickbooks and Import your saved IIF file.
Need more help with this?
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