Quickbooks Export

If you use Quickbooks to handle the accounting side of your business, you can quickly and easily transfer your PetLinx data into it. PetLinx customers, vendors, services, products, prepaid credits, invoices, and payments can all be exported to Quickbooks. Please note Quickbooks is NOT required to use PetLinx.

To export to Quickbooks, do the following:

1. Click the Quickbooks Export tab in the Reporting Center form.
2. Choose whether to export all records in the database, just those records added since your last export, or records created between a given date range.
3. Tick or untick the elements of PetLinx that you wish to be included in the export.
4. Click the Export button to begin creating the export file. You will be prompted to choose the location and name of the file to be created, the default location will be a folder called “Export” under the PetLinx installation folder.
5. A message will be displayed when the export has finished. Then from within Quickbooks, choose the File / Import / IIF Files menu option. Choose the file that you exported from PetLinx, and your data will be transferred into Quickbooks.

Please ensure the following before attempting to export invoices to Quickbooks:

• The version of Quickbooks you are using supports the importing of IIF files.
• The PetLinx tax setting (prices inclusive or exclusive of tax) matches the setting in Quickbooks.
• If you use a tax vendor in Quickbooks, specify the tax vendor name in the Quickbooks Export tab. The tax vendor must be set up as type “Tax agency” in Quickbooks.
• The PetLinx tax name(s) matches the tax name(s) in Quickbooks, and the tax rates are the same.
• The Quickbooks Sales account codes for services, products, and prepaid credits are defined in the PetLinx Services, Products, and Prepaid Credits forms respectively. If a sales account has not been defined, the Default Sales Account setting will be used (this is normally “Sales Income”).
• The following accounts are defined in Quickbooks – Accounts Receivable, type “Accounts Receivable”; Sales Income, type “Income”; Sales Tax Payable, type “Other Current Liability”; Undeposited Funds, type “Other Current Asset”.
• If your invoices in PetLinx contain tips or payment surcharges, ensure you have items in Quickbooks named “Tips” and “Surcharges” respectively which are linked to the Sales Income account.