TutorPanel lets you export customer data, payments and invoice totals into Intuit Interchange Format (IIF) files. IIF files can then be easily imported into QuickBooks.
Before attempting to import IIF files into QuickBooks, read this article: Import Intuit Interchange Format (.iif) files
Under the Accounting tab enter the general QuickBooks settings. You will need to enter the account names from QuickBooks for your sales, received payments and the service item name for your tutoring services.
Before importing any transactions into QuickBooks you need to make sure that customer accounts exist in QuickBooks for each customer in TutorPanel. You can do this manually or you can generate an IIF customer file in TutorPanel and import it into QuickBooks.
Under the Customers section of the QuickBooks page, click the button to Export Customers. Use the IIF file to import your customers into QuickBooks.
TutorPanel provides more flexibility than QuickBooks when it comes to invoices so there are a couple things you should keep in mind when generating invoices if you plan on exporting those invoices to QuickBooks.
1. QuickBooks invoices do not carry forward starting balances so you should not check the option to include starting balances when you create invoices in TutorPanel.
2. QuickBooks invoices do not include payments as line items on invoices so you should not include payments when you create invoices in TutorPanel.
3. Invoice totals in QuickBooks cannot be negative - if the invoice total in TutorPanel is negative the invoice will be exported to QuickBooks as a Credit Memo.
4. The IIF file generated in TutorPanel currently exports invoice totals only - to view line items on an invoice, your clients should refer to the original invoice from TutorPanel.
5. To export your invoice totals from TutorPanel in IIF format, go to the Invoices section on the QuickBooks page in your TutorPanel account. Select the month or a custom date range and then click the Export Invoices button. Use the IIF file to import your invoice totals into QuickBooks.
Under the Accounting tab go to the Export to QuickBooks option. Make sure your general QuickBooks settings have been entered. Select a time period for your IIF file and click export.
Once you've generated IIF files from TutorPanel you're almost ready to begin uploading. Read the instructions below before you begin.
General Guidelines from QuickBooks about IIF files
1. There is no preventative method in QuickBooks to prevent the same IIF file from being imported more than once which would result in duplicate transactions.
2. Create a backup of your data before importing since there is no "undo" on the import function.
3. IIF files to not contain linkages between payments and invoices. After uploading transactions you can apply payments to invoices.
1. Make sure that customer accounts exist in QuickBooks for all of your customers in TutorPanel. You can enter them manually in QuickBooks or you can export your customer list in IIF format and load into QuickBooks.
2. The first time you import an IIF file to QuickBooks, begin by testing with one or two transactions to make sure it is working correctly. If there is an error, it will be easier to delete a couple transactions than all of your transactions.
3. To import your files open your QuickBooks company file. Go to File > Utilities > Import > IIF Files. Find the IIF file on your computer and import. (Note: These steps are for QuickBooks 2012 - the exact steps may differ for other versions).
QuickBooks Online does not support IIF files for importing transactions. If you need to import transactions into QuickBooks Online we recommend exporting to Excel and then using Transaction Pro Importer to import into QuickBooks.