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Export Invoices to QuickFile

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QuickFile is a simple and affordable accounting package favoured by many venues for their accounting.

You can export invoices from MyHallWizard to QuickFile. This is a two step process:

  1. Export invoices from MyHallWizard to a CSV file
  2. Import the CSV file into QuickFile

Note: Exports to QuickFile is not available to customers on the Free Tier. Please subscribe to access this function.

If you export invoices to QuickBooks, you can either issue and send the invoice from MyHallWizard or from QuickFile.

We recommend that if you export invoices to QuickFile, you should track payments and manage your credit control within QuickFile rather than MyHallWizard. At present, there is no facility to send payment records back to MyHallWizard.

1. Export bookings to a CSV file #

  1. In the Reports module, select Invoice Export for QuickFile in the Data Exports section of the page.
  2. At the top of the report, select the date range you wish to export and which invoice statuses to incude, then click Apply Filter.

3. Once you have selected the data you wish to export, click the CSV button to export the data. This will generate a CSV file in your Downloads folder.

Note that invoice numbers are presented as “Invoice No. 123”, as QuickFile has a requirement that all invoice numbers are unique. This is intended to prevent clashes with other invoices you have created in QuickFile. You can, of course, edit the CSV file before uploading to QuickFile if you do not want this.

2. Import the CSV file into QuickBooks #

Please see the instructions at https://support.quickfile.co.uk/t/importing-sales-and-purchase-invoices/8885 to learn how to import the CSV file into QuickFile.