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#Quickbooks for mac instruction book windows#

You can either set the account types to match in QuickBooks Settings & Options, or uncheck Export Account Info, regenerate data, and create a new export to get the data into the correct account. If you get an error message saying This file cannot be imported because the account types do not match. This exports the account type information for each account. This can be changed while creating your export but this will always default to. The rest of this article will be dedicated to the QuickBooks Settings & Options in Retail, what each section means and what will happen if they are toggled on or off. If you haven't yet setup your Chart of Accounts in your company, you can allow the Lightspeed export to do it for you. Capitalized, lowercase and spaces need to be matched perfectly. Each field should be labeled exactly what it is in your QuickBooks company. You'll want to make sure this information is set up properly before exporting. The QuickBooks Settings & Options can be found in REPORTS under the Accounting Section. Options to export: Sales, Credit Accounts, COGs, Purchase Orders & Vendor Returns Can DoĮxport totals for sales (broken in categories/sub-categories) NOTE: What the export cannot do, you can find in one of the basic Reports in your Retail account. Here is a chart of what the export can and cannot do. These files are designed specifically for QuickBooks and information will be distributed as general ledger entries. This will import the transactions into QuickBooks for you to match or add to your bank register.Lightspeed has a very basic program that allows you to export QuickBooks files. Browse to the Downloads folder, select the file you just downloaded and select Open.

In QuickBooks go to the File menu, then Import and select From Web Connect.

File is automatically downloaded to your Downloads folder.

You will receive all transactions that fall within the From and To dates you selected in Step 2. After selecting this option, follow the steps for setting up the new account. If you have not set-up this account in QuickBooks, or if you would like to start a new file for an existing account, you should select this option. If you already have the account set-up in QuickBooks, and you would like to add on to the existing transaction activity, you should select this option.

#Quickbooks for mac instruction book download#

Repeat these steps for each account you would like to download into QuickBooks.When QuickBooks confirms that the Web Connect data has been successfully downloaded to QuickBooks, select O.K.You will be asked whether you would like to "Use an existing QuickBooks account" or if you would like to "Create a new QuickBooks account.".If this is your first time downloading with Web Connect for this account, a dialog box will appear stating "You are about to download transactions for the following account." The box will include account information, such as the Account Number and Account Type.

#Quickbooks for mac instruction book windows#

A Windows dialog may appear that asks whether you would like to Save or Open the file, select Open.For information on supported and retired versions of software, please refer to our retirement guide.

#Quickbooks for mac instruction book software#

Then follow the directions below based on your software type. Choose the QuickBooks (Web Connect) option and click on the Download button.Confirm the From date and the To date of the data you would like to download.To make a change, highlight and delete the date. This is the date range whereby transaction activity is available for download. This will populate a From and To date in the Date Range section. Choose an Account for which you would like to receive transaction activity.This technology automatically launches QuickBooks, downloads account data into your check register, and automatically matches any transaction you have already entered into your register. Wells Fargo is using a technology called Web Connect.