Syncing Invoices and Payables with QB Desktop

Please note: you must have your accounting link on when you put Worksheets into 'Invoiced' status, otherwise, it will NOT be recorded financially within cieTrade, and therefore not pushed to your QB account.

the process for syncing Invoices and Vouchers are the same. For the purposes of this help file, we will use Invoices:

1) Go to the Transaction Manager

2) Select Item Type> Invoices 

3) Click Export. 

Please note: You have to export everything. You cannot select which Invoices to post through. 

4) the file download will appear at the bottom of the window. Click on the carrot and select 'Show in folder'. 

5) Move the folder to your desktop.

Please note: you will not be able to open this type of folder outside of QB. 

6) Open your QB account. File> Utillities> Import> IIF file

7) when the upload is complete, you will receive this pop-up message:

8) If you are ever in doubt whether or not information has been downloaded to be synced, you can go to Transaction Manager> 'Status- Exported' to see what transactions have been already downloaded. 

If you have additional questions, please contact the Support Team via email to support@cietrade.net.