For Lab Enterprise customers,  invoice transactions can be exported from EasyRx in CSV, allowing for import into accounting systems like Quickbooks, Xero, etc.  Here are the instructions to export and import into Quickbooks Desktop:

1. Go to the Invoicing tab, after in the second menu line click “export invoices” and scroll down to the bottom of the page and below Bulk Export click onto “Export unexported invoices”. A report box comes up titled “export-date.cvs. Save file.
   
2. Minimize EasyRx
   
3. Open QuickBooks (QB)
   
4. Open Transaction Pro program
   
5. In the first window in Transaction Pro “select your file source” click “Browse” to find the correct file export-date.cvs file.
   
6. All other info in Transaction Pro stays the same.
   
7. Click [Next] and follow prompt to start import process
   
8. Once the process is complete two scenarios can happen:
   
1. if no issues click [Next]
   
2. If a warning window comes up push [OK]  (15), and a list of invoices (15A) appears and a yellow highlighted field indicates what additions are needed, usually, there is a missing account number which needs to be entered. If that’s the case, scroll over to the right to the missing item field and input 4000 in the field and click out of the field to enter and keep moving down till all missing fields are filled.
   
9. After the fields are filled and completed click [Next] or [Save]
   
10. Transactions ID now checking all columns
    
11. Once complete a window will appear and click finish, then [OK] and this starts the transfer
    
12. Once imported to QB’s save file
    
13. In QB, Go to reports then sales and print sales (Sales by Customer Summary) to the required date needed. (Usually dates range from 1^st to the last day of the month.
    
14. Compare this report to the report you printed from #3 above. The report totals will be off a bit as accounts change with changes and credits from day-to -day. If they match, you’re done, if not go on.
    
15. Go down both lists and compare totals from EasyRx report using the “Sales with discount” column on example data sheet with the QB’s report. If there are differences you can look and see why in QB’s customer list. Once the reports are in balance proceed to next step
    
16. Credits can now be processed in QB for volume discounts derived from the EasyRx report from #4 above. Go to Home Page Refund/Credits. 
    
1. TIP: When applying credits always enter a date that’s inside of the month your billing for. Example- if your billing for March and its April 1^st change and use a day in March like March 31^st. this way the credit goes on the Statement for April  In the dollar amount area click onto the arrow on the right of the total credit and select “no tax”. (this can be discussed further as need be)