News

QuickBooks Integration

November 30th, 2011

Cashboard customers that have accountants, rejoice! We’ve officially launched our QuickBooks integration feature.

You can now export Contacts, Invoices, Payments, and Expenses into an IIF file. This should make it easy come tax time, when some of you have been demanding information in Intuit’s format.

You can download all information in one go, from the Settings screen, or a subset of that information from Invoices, Payments, Expenses, or Contacts screens. Just look for the Export As… link.

We’ve tested this as much as we can internally, so please let us know if we need to modify the export files in any way.

Special tip

On the Invoices, Payments, and Expenses screens you can use our Advanced Search tool to restrict the date range of information exported.

A handfull of our customers have been using our API to sync data with outside services for awhile, so we figured it was well time to take off the “beta” tag from the API.

The official announcement can be found in our forum.