QuickBooks Export

Easily export completed bookings from Blink to QuickBooks using CSV files, and seamlessly import them into QuickBooks for efficient invoicing and accounting integration, ensuring streamlined financial management and accurate invoicing.

You're ready to do your invoicing - see below for exporting into QuickBooks. 

Blink Export

After you've completed bookings, head back to your Bookings list and select "CSV Export" in the secondary header.

1. This brings up the Blink Export modal. Here you can choose from a variety of options including date, Export Type (QuickBooks) and whether you'd like to group your CSV by Purchase Order or by BookingID, as entered on the booking.
2. You can choose prefilled date ranges, or create a custom range to export your completed orders. Prefilled filters will be Completed status, excluding bookings that have been marked as "Exported"
3. At the top, you have the ability to automatically tag any exported bookings, to minimise double handling or uploading to your accounting software.
4. Select Export to CSV to download your file.

QuickBooks Import

After you've downloaded your CSV, you'll be able to import them into QuickBooks. To do so:

1. Log in to your QuickBooks account and head over to the Sales section, under Invoices, you will see a list of invoices.
2. To import a new CSV invoice from Blink, select Import Invoices under the Create Invoice tab.
3. Select Import, this will bring up the QuickBooks Import modal. Here you can view an Import Guide and Preview what's required. We want to Upload our CSV File.
4. If this is your first Import, or you have new contacts/shippers be sure to check both:
   1. Add new contacts that don't already exist in QuickBooks.
   2. Add new products/services that don't already exist in QuickBooks.
5. Next, you will be required to Map your column headings for the imported CSV file.
6. Your CSV will have a Tax Code (GST), but will confirm with you if the import is Tax Exclusive or Inclusive.
7. There will be a confirmation of the previously mentioned Tax code. GST will be automatically populated.
8. The final screen will be a confirmation of the invoices imported, if any new customers will be added, and if any new products or services will be added to your QuickBooks.
9. After selecting Start import, a loading wheel will appear, once complete you will receive a confirmation modal.
10. Now that the CSV has been imported, the invoice is ready for you to view. It will show up on your Invoices tab under Get paid & pay.
11. Here you can View/Edit your recently uploaded invoice.
12. Selecting View/Edit to open the invoice for review.
13. Send Share or Print the invoice when ready.

Once you have sent your invoices, Blink gives you the ability to mark selected bookings as invoiced. Head back over to Blink, select the bookings on the Bookings list, and the option will appear to Mark As Invoiced.