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The QuickBooks(c) Export allows you to send all of your sales transactions, payments, deposits, customers and vehicles to a file that Quickbooks can use to Import.

The 4 tabs of the export screen contain the list of transactions and inventory that have not been exported. You can view exported or sent units by clicking on the Show Cleared button. You can also allow the system to resend the data by un-selecting the Sent checkbox on the specific transactions and selecting send. You can also un-select all transactions.

The tab called Deals contains all the completed deals. The payments tab show all the payments recieved on accounts and will also generate an export of the down payments received on the sold units. The Bills tab show a list of all expenses or repairs posted and will create an export for those transactions. The Inventory tab shows a list of current inventory and sold inventory. The system will create an export of current inventory and generate an export of sold units as bills or accounts payable to offset inventory in QuickBooks.

The Export Current Stock Button allows you to send all of your current inventory to QuickBooks in a file named after the date you create the file and _Vehicles.iif. This is the file that you will need to import into QuickBooks. Current inventory should be exported before Selected Deals to insure that the vehicles you sell are in QuickBooks before you mark them as sold.

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The QB Setup button brings up the Setup screen for the Export module. You must make sure that you have a Sales account by the same name as the account you setup for Sales in this screen. If you do not have an account by that name QuickBooks will create a bank account instead of an Income account for this data.

The Path to QuickBooks field is required to setup the exact location of the file that this module will send your data to. The default location is the root of your QuickBooks folder. Normally this is located in Program Files under a sub directory of Intuit and a sub of that called QuickBooks.

The Tax name refers to the agency that you report to for taxable items.

The 3 following fields are setup for QuickBooks to identify the exact accounts where it will store your Cost of Goods, Inventory value, and when an item is sold the Sales account it goes to.