Save time and reduce manual data entry by exporting job records from Valcre directly to QuickBooks Online. This guide walks you through a simple, step-by-step process to ensure accurate financial tracking, helping you maintain consistency across platforms and streamline your accounting workflow.
Prerequisites
- Valcre Subscription: All valid Valcre Subscriptions
- A completed Job record in Valcre
- QuickBooks Online Account
Step 1: Select Job Record(s)
Choose the job record(s) you want to export.
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đź’ˇ Pro tip: Use the search filters to help narrow down the job options. |
Step 2: Export to QuickBooks Online
From the Export drop-down menu, select QuickBooks online. A CSV file will download to your device.
Step 3: Review the Data
Verify that the Item (Product/Service) fields match your QuickBooks definitions.
| đź’ˇ Pro Tip: If you need to add an item, product, or service to QuickBooks, refer to this QuickBooks guide for instructions. |
Step 4: Import into QuickBooks
Follow QuickBooks’ import process to upload the CSV. If you need assistance, contact QuickBooks Support.
Valcre Support is ready to help with all your Valcre product questions! You can connect to us via phone, email, or chat!
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