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.
- Click Next
- 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
Next Time:
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