Function Point will export invoices & expenses marked as “Posted” to an .iif (QuickBooks file type) file which can be imported by Simply Accounting.
Before exporting your invoices and expenses you will need to set up your chart of accounts.
Setting Your Accounting Software
In Admin > System Set Up > Office Preferences, make sure that your "Accounting Package" field is set to Simply Accounting.
Locating the Invoices to Export
Step 1. Do an Invoice Find with “Exported Status” field set to Unposted.
Step 2. In the Invoice List results page, click on the Export button on the top right of the row of buttons. This will bring up the Invoice Export Page.
Step 3. In the Invoice Export page click the "Post Invoice" button on each of the invoices you want to export.
Importing the .imp into Simply Accounting
Step 1. Open Simply Accounting
Step 2. Go to: File --> Import/ Export --> Import Transaction --> Import purchase invoices, quotes, sales invoices, contracts and time slips
Step 3. Find the file you want to import, select it, and click “Open”. This will import the data into Simply Accounting.
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