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Export Invoices to QuickBooks

In this article

You can export your invoices from MyHallWizard into QuickBooks using a CSV file. This allows you to manage payments and credit control within QuickBooks.

Note: This feature is not available on the Free Tier. You need a paid subscription.

How It Works

Each invoice line is exported as a separate row in the CSV file, preserving the full detail of each invoice. You can issue invoices from either MyHallWizard or QuickBooks, but we recommend managing payments and credit control within QuickBooks, as there is no facility to send payment records back to MyHallWizard.

Step 1: Export to CSV

  1. Go to Reports in the navigation bar

  2. In the Data Exports section, click Invoice Export for QuickBooks

  3. Select your desired date range and invoice statuses

  4. Click Apply filters

  5. Click the CSV button (next to the Copy button) to download the file

[SCREENSHOT NEEDED: Invoice Export for QuickBooks report page]

Step 2: Import into QuickBooks

Import the CSV file into QuickBooks using their standard import process.

Important: Before importing, verify that the *ItemTaxCode column in the CSV matches your QuickBooks tax code configuration. You may need to adjust these values to match your QuickBooks setup.

Need Help?

If you need assistance with the export or import process, please contact our support team.