Quick Guide — Exporting to QuickBooks Online

Plugin: IG QuickBooks Export (standalone add-on, does not touch Invoice General’s core files)

1. Install

• WordPress → Plugins → Add New → Upload Plugin → select ig-quickbooks-export.zip → Activate.
• A “QuickBooks Export” submenu appears inside the Invoice General menu.

2. Export Customers (always first)

1. Go to Invoice General → QuickBooks Export.
2. Click “Download Customers.csv”.
3. Save the file.

3. Import Customers into QuickBooks Online

1. In QBO: Sales → Customers → Import (⋮ menu, top right).
2. Upload Customers.csv.
3. QBO will ask you to match columns — it usually detects them automatically from the header names. Double-check Billing address, since QBO may ask you to confirm the format (separate street/city/state).
4. Import.

4. Export Invoices

1. Go back to QuickBooks Export.
2. (Optional) filter by issue date range and/or status.
3. Click “Download Invoices.csv”.

⚠️ Only documents of type Invoice are exported — Estimates are excluded.

5. Import Invoices into QuickBooks Online

1. In QBO: Sales → Invoices → Import.
2. Upload Invoices.csv.
3. Match columns if QBO doesn’t do it automatically.
4. Import.

Important notes

• The customer name is identical in both files (company name, or first+last name if no company) — this is how QBO matches invoice↔customer automatically. That’s why Customers must always be imported first.
• Tax on each invoice (if applicable) appears as its own line item called “Sales Tax”.
• This plugin does not connect to QuickBooks and does not send anything automatically — it only generates the CSV for you to upload manually.
• It doesn’t modify or delete any Invoice General data — read-only.