Many of our clients use QuickBooks for their accounting needs. Clear Estimates allows you to export both customer and estimate data to QuickBooks desktop version.
If you’re looking to export to the ONLINE version, click here.
In 2019, we introduced a new and improved export to Quickbooks Desktop. To connect with the desktop version, follow these steps:
Head to your Options page, click Integrations. Click Add.
Name your integration. Something simple is fine. “CE > Quickbooks Desktop”.
Once saved, go ahead and download the QWC file. Save that file to your desktop for quick access in the future.
Open the QWC file. It should look like this (see below). Once opened it’s going to ask you some permission questions. You can choose to allow access when Quickbooks is open or all the time.
After downloading and running the QBWC and you receive an error message “No Unique owner ID/File ID” …Follow along with this article. It will walk you through troubleshooting.
Then, enter the password found in your Clear Estimates Integrations page. To execute this step properly, you may need to open your Quickbooks Desktop account first.
That’s it! You should now be connected. Head back to your Projects page and hover over Export Project to see the option to export to Quickbooks Desktop. You can export both estimates and alternates from Export Project. Keep in mind that you may need to have your Quickbooks Desktop account open before exporting.
To export to Quickbooks Desktop using our older method, follow these instructions:
To export customer/estimate data to QuickBooks, head up to Tools at the top of your screen. Click Export to QuickBooks.
Next, choose the data you would like to send over to Quickbooks, either the estimate or the contact. Pay close attention to which customer the data is pulling from. When you are ready to export, click Export.
A .iif file will download to your computer. You can find it in your downloads. Click on it and save it somewhere you can find it.
Now we need to open QuickBooks. Once inside, head to File > Utilities > Import from .iif.
That’s it! Repeat this process for each estimate or contact that needs to be sent to QuickBooks.
Thanks for reading!