Although we provide an IIF file export from Zahara to QuickBooks, this format doesn’t support Tax code setting – essential for most businesses in the UK and Europe. As a result, we have found a useful utility called Business Importer that does a great job of importing Zahara supplier invoices. The steps required are below that include all of the initial one-off download and setup steps.
Download (and purchase) the Business Importer utility from this URL: http://cloudbusinessllc.com/business-importer-for-quickbooks-desktop-pro/
Download our Mapping File here and save it to your Documents folder.
In Zahara, go to Business Settings > Integration and change the type to “QuickBooks Desktop Excel”
Launch QuickBooks Desktop and log in.
Launch Business Importer.
Allow the connection to your QuickBooks company.
Export your invoices from Zahara – in exactly the same way as the IIF file export – select and click Export.
Now in Business Importer, click the Select File button as shown below and browse to the new Excel file from Zahara.
Select Sheet1 and Bill on the other two drop-downs.
Now select the Load Mappings link and browse to your downloaded .Dat file
Now click Next.
Now click Import
If all goes to plan, your invoices will now be in place.
Things to remember:
Your TaxCode in Zahara should be ‘S’ for standard VAT (UK). We use the code – not the description
Your nominal code descriptions should match exactly with QuickBooks – we use the description.
If your invoice has a product code – we dynamically switch to creating an item in QuickBooks otherwise it will be an expense
We haven’t added Zahara projects into the Excel spreadsheet to represent customer jobs
The next time you need to export/import, all you will need to do is:
Export invoices from Zahara
Launch Business Importer
Browse to the Excel file
Click Next, Next, Import