One of the many features of Boatyard is the ability to export your completed invoices list to use with SaaSAnt, which will then upload your invoices directly into Quickbooks. This allows you to easily transfer your financial data from Boatyard to Quickbooks, saving you time and effort.
Click here to learn more about SaaSAnt and how you can use it to import your invoices into Quickbook.
Exporting Completed Invoices from Boatyard to use with SaaSAnt
By following the steps outlined in this article, you can easily transfer your financial data and save time and effort.
Step 1: Access the Orders List in Boatyard
To begin, log into your Boatyard account and navigate to the orders list. This can be found by clicking on the "Orders" tab in the main menu.
Step 2: Select "All" Orders
In the orders list, make sure that the "All" filter is selected. This will ensure that all orders, including completed ones, are visible.
Step 3: Filter by Status
You can apply a filter such as filtering the status to "Completed" to view only completed orders.
Step 4: Export Invoices
With the completed orders now filtered, click on the "Export Invoices" button. This will generate an Excel export file containing all completed invoices.
Step 5: Import into QuickBooks using Saasant
Finally, use the Excel file with Saasant to import only the completed invoices into QuickBooks. This will allow you to easily transfer the necessary information from Boatyard into your accounting system.