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How to export your Quickbooks data into a SubAccount in Quickbooks

You will need to create a QBD Income account in a specific format. You need to have the Main account first, then a colon, then immediately after that the SubAccount name. Example: HVAC:IAQ.

To learn how to create a sub-account, click HERE

Once you have that linked to the correct JobType and gather the needed data, you can export it. You can see information on that HERE

You can then export your job data and import it into Quickbooks and it should appear there!

If you require further assistance, please reach out to the Support Team using any of our channels - 

Phone: 800-566-6940

Chat with us!

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