QuickBooks for Mac (Canada) - Export from fp.

Exciting News! Updates have been made to the UI since this document was created. Although the functionality in this article hasn’t changed, the look and feel has, and some elements may have moved

Click here to have a look at an intro video with the new UI.

Your fp. system will allow you to generate invoices and expenses, and export them out as a file. You can then import that file into your accounting package. Please review this article for the associated steps to do this using QuickBooks for Mac.

Set the Office Preference

Set the Office Preference

Hover over the ADMIN menu and choose System Set Up > Office Preferences.

Click Edit Details.

Select QuickBooks Accounts (Mac CDN) from the dropdown menu.

Then click Submit to save your changes.

Create Invoices and/ or Expenses

Export the File

From the Invoice Details page click Post Invoice. Posted invoices are ready to export.

Now click Export Invoice.

Depending on your browser, and browser settings, the invoice file will download to your machine -  you may be asked to Open or Save the file, or it may auto download to a Downloads folder. If given the option to open or save, choose to Save File.

The invoice will also change to a status of Exported.

Open your version of QuickBooks for Mac, and find the exported file on your machine. Then import into QuickBooks for Mac.  

Important Notes

Should you edit the invoice or expense in fp. or in QuickBooks for Mac, make sure to update the other system accordingly. Changing something in fp. will not alert you to the need to also update QuickBooks for Mac.

In addition - QB for Mac cannot import Batch Invoices from fp.

For further help

For further help

Should you need assistance regarding QuickBooks for Mac, you will need to contact your QuickBooks representative, or you can try their Support pages: www.support.quickbooks.intuit.com

For Function Point related questions, you can contact our support team via email: support@functionpoint.com


Barack Obama

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