You only need to use the Quicken Converter if you are migrating from a Quicken version that is NOT a parallel version of your QuickBooks Desktop (e.g., Quicken 2016 to QuickBooks Pro, Premier, or Enterprise 2019).If not and you're reporting as a new business, you can just migrate this year's transaction and the old data will stay to Quicken.ĭepending on the Quicken version, you can convert your Quicken file directly to QBDT or use the Quicken Converter to upgrade your file first. If you need the tax reports for the previous years, then, you may need to migrate/convert the data for those years as well. I'm happy to help you share information about importing/converting Quicken data to QuickBooks Desktop (QBDT). Optional: If you're creating an invoice with multiple items, add a "Find Product(s)" action to the Zap.Thank you for posting here in the Community. Make sure QuickBooks Online is properly configured.Ĭonnect the app that your sales come from and customize your trigger.Ĭonnect your QuickBooks Online account and customize the "Find Customer" action. We'll walk through how to set up a Zap-what we call our automated workflows-that takes orders from apps like Shopify or Stripe and automatically turn them into invoices in QuickBooks Online.
Streamline the process of creating and sending invoices by adding automation to the mix.
Plus, if it slips your mind, you run the risk of not getting paid on time. You and your team likely have more important work. QuickBooks Online has made it easy and accessible for businesses of any size to send and track professional invoices to clients.Ĭreating each invoice, though-even if it's from a template-isn't the best use of resources.
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