Review QuickBooks setup and export records

Open QuickBooks in Settings → Integrations. Confirm with accounting whether your firm uses the Online connection or Desktop export process.

​

Choose Online payment handling

In the payment dialog, QuickBooks handling distinguishes Record locally only, Create payment/check directly (skip Bills), and Create Bill, then payment. The Online choices depend on your firm’s connection and account setup. Review vendor matching and the payment account before sending costs. Invoice-to-Bill export is optional; every invoice does not need to become a QuickBooks Bill. A successful local payment record does not prove that QuickBooks created or printed the check. Review the integration outcome and returned check number separately. See the litigation-cost lifecycle.

​

Review account mappings

The setup panel offers Connect, expense and income chart-of-accounts mappings, CSV import, reset-default controls, and Desktop export navigation. Inspect existing mapping choices before changing them; the intended destination accounts should be confirmed by the accounting owner. If QuickBooks Online is disconnected, have the accounting or integration owner complete the intended connection before expecting Online synchronization.

​

Open the Desktop export dashboard

Select Go to Export Dashboard, or open QuickBooks exports. Populated groups offer View and Export. Inspect View before exporting. Compare each invoice’s displayed status with the source invoice. A group with no pending records can have Export disabled.

​

Review an export sequence

1. Inspect Account Mappings and the dashboard’s displayed import-order guidance.
2. Review the pending reference lists and transaction records using View.
3. Compare identifiers, amounts, dates, and destination mappings with the source records.
4. Use Refresh when you need to inspect the current pending set.
5. Follow the accounting owner’s export/import process and reconcile the imported entries in QuickBooks.

Recent Exports is described as supporting download and rollback. Inspect the specific export and consequences before using a rollback control. An export file or Presolve success message does not establish that QuickBooks imported it. Export, import, and reconciliation are separate results. Related: Integration overview.

​

Distinguish export formats

The Payables expense CSV is a payment/reporting export. The Desktop export dashboard uses its own QuickBooks import process. Neither should be treated as a Transaction Pro check template without a verified mapping. Downloading a file does not confirm import, payment, or bank clearance.