Once you've selected the transactions you wish to approve, click on the "Batch Actions" drop down menu then click "Accept Selected".Īnd that covers the basics of how to import your Accounting Data from MacPractice into QuickBooks! For more information regarding QuickBooks functionality, you'll need to contact Intuit QuickBooks for Support.I'm here to share some information when sending an accountant's copy, Stusaltz. The top selection box by the "Date" column header will select all Transactions. You can easily approve these transactions by using the selection boxes on the left margin of the transactions table. The newly imported transactions will now be present in the "For Review" tab of the Banking node. Click "Let's Go" in the lower right corner to continue. Once the import completes, you should see a green circle with a checkmark inside of it. Review the list to ensure the data looks accurate, then click Next.Ī confirmation prompt will appear, telling you how many transactions will be imported.
0.00 transactions cannot be imported into QuickBooks. You'll next be presented with a list of all the CSV transactions that you can import. Once you have followed these steps, click the "Next" button in the lower right corner.
Change the Credit selection to "Column 7: Credit". For the formatting drop down, select "MM/dd/yyyy".įor Description, select "Column 3: Description".Ĭhange the "CSV file has amounts in:" selection to "2 Column".įor Amount, change the Debit selection to "Column 6: Debit". We recommend the configuration displayed above for the best results.įor Date, ensure that "Column 1: Transaction Date" is selected. Now you'll tell QuickBooks how to handle the data you're trying to import. Once you've selected the desired Account, click the "Next" button in the lower right corner.
You'll need to determine which of your QuickBooks Accounts you'd like to use. Once the file is selected, click the "Next" button in the lower right corner.Īfter selecting the exported file, you can choose a QuickBooks Account to import the information into. Select the file you had just exported and saved from MacPractice's Accounting Ability. This will bring up a file selection window. On the left sidebar, click the "Banking" node.įrom here, click on the "File Upload" option, seen in the upper right corner of the above screenshot by the Add Account button.Ĭlick the "Browse" button by "Select the file to upload". You'll be taken to the QuickBooks dashboard. Follow the steps outlined below.įirst, log in to QuickBooks. Once you've gotten your Accounting Data exported out of MacPractice, we can now begin to import that same data. Importing Accounting Data Into QuickBooks Click "Save" when you've named and selected a location for your Export. Be sure you name the file something clearly recognizable, and save it in an easily accessible place by clicking the "Where" drop down. Once the results have been generated, click the Export button. Once you've entered in the desired date range, click on the "Apply" button in the upper right corner. We recommend exporting on a month-by-month basis. From there, click on the "Journal" node in the sidebar.įrom the Journal node, you'll want to set an appropriate date range that you want to export. First, you'll need navigate to the Accounting Ability. If you run into any issues exporting your data in MacPractice, please contact MacPractice Support for additional information.įor assistance with importing the Accounting Data into QuickBooks, please contact Intuit Support.Įxporting Accounting Data from MacPracticeĮxporting data is an easy process within MacPractice. You'll need to be running MacPractice Gen 9 in order to export your financial data to QuickBooks.įor a video on the complete workflow, please check out this video. This article will walk you through how to export your Accounting financial data from MacPractice into a QuickBooks file, and how to import that file into QuickBooks.
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