Dispatch Science includes templates for exporting data for import into Quickbooks Online. There are two predominant options:
- Invoices only
- Accounts Receivable
Invoices Only
Invoices are exported to a CSV file which can then be imported into QBO. While the template works for most cases, it depends on your Quickbooks configuration. It may be that Dispatch Science requires a specific template for your instance. To do this:
- Go to QBO > Settings > Import
- Click "Download an example"
- Send the file to your Dispatch Science support agent
Accounts Receivable
Dispatch Science can export the full G/L transaction list based on your Accounting Profile. As with the Invoices Only option, the default template should meet most clients' needs. However should a custom template be required, you can provide a sample by following these steps:
- Settings > Tools > Import data
- Choose either Invoices or Journal Entries (as appropriate)
- Click "Download an example"
