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EPASS User Meeting 2022News Live from #EPASSUserMeeting2022: Exporting to QuickBooks

Oct 21, 2022

Live from the EPASS User Meeting!
The EPASS User Meeting is this Wednesday to Saturday in Denver. Each day of the event, we’re featuring a training topic that one of our Training Specialists is presenting. Like what you see? Make sure you join us next year at #EPASSVancouver2023

Exporting to QuickBooks

Presented by Melissa Amell

EPASS now has a GL Utility to export financial data to QuickBooks. The export generates an IIF file that you can import into QuickBooks Desktop Pro versions 2013, 2021 and QB Online.

There is a General Ledger Variable setting to set which type of export is generated:

To access the export, first turn on this security setting:

You will then see the QuickBooks Export utility on the GL > Utilities menu:

Running the utility is simple. Select the Date Range and file path of where to save the export, and then click OK.

EPASS generates a confirmation when the export is complete:

The IIF file has now been generated. You can review the file in Notepad if desired, before preforming your QuickBooks import.

It’s never been easier to get your EPASS data into your QuickBooks software!

I have been working for EPASS Software for 2 years. Prior to this I worked in the retail appliance industry for 18 years; 14 of which were using and administrating EPASS. I’m always trying to get the most out of the software! When not working I enjoy a little bit of everything including hitting the heavy (boxing) bag. As a mom of 2 young boys, it is a great way to unwind