Converting Service Reports into Invoices

To convert completed Service Reports into Invoices in QuickBooks, you will need our 3rd Party tool. Please download the Trial HERE.

 

[To purchase ZedAxis Import with Pool Office Manager's discounted price, please use this link: https://www.zed-systems.com/axis-buy-partner.html

You will download the Import tool (cheapest option) ]

 

Video: https://youtu.be/8RkIzqkVGwA

 

Option 1. Create and Review Invoices to Send to QuickBooks Desktop

1. On the Billing page, filter the services list and find a customer to select Create Invoice

2. Review and adjust the invoice as needed, under Local tab on the page, select Save Locally

3. Under the Invoicing page, select the drafted invoices and select Actions > Export to QuickBooks Desktop.

4. Use the downloaded file to import into QuickBooks using ZedAxis

 

Option 2. Billing Tab

1. From the Billing page, select all customers to transfer their services to QuickBooks, then select Actions > Export to QuickBooks Desktop.

2. Use the downloaded file to import into QuickBooks using ZedAxis

Using ZedAxis to Connect to Quickbooks

https://youtu.be/5zIHUgaDUX8

1. Open QuickBooks and Login
2. Then Open the 3rd Party Tool Zed Axis Importer

3. Inside the Zed Axis tool, select QuickBooks Desktop, then press the button to Connect to QuickBooks

— — — — — — — — -QUICKBOOKS DESKTOP USERS — — — — — — — — —

4. A window will popup inside your QuickBooks, it will ask you to grant permission for ZedAxis to make changes in your QuickBooks.

• You Must be logged in as an Administrator to allow this permission
  •  You only have to approve once as an administrator, then you do not need to be logged in as an Admin to use the transfer tool.
• After granting access in QuickBooks, Zed Axis should say you are now connected, displaying the file path as seen below
  • If you have an issue granting access, please follow this guide to Manually Enable Zed Axis Permission

5-D. Then select the Import tab

6-D. Browse and Select the file you Exported from the Billing page of Pool Office Manager

 

MAPPING  

7-D. Download this file and save it to your computer: https://poolofficemanager.com/quickbooks-desktop-mapping/

• Under Setup column mapping select the dropdown and click Import New Mapping

• Choose the file that you downloaded. 
  • If you do not see the file, be sure to drag the file from inside downloaded folder, to your desktop. Then repeat step 7-D.

• When you select the mapping dropdown, choose QB Desktop Mapping. 

• When you import a mapping file, ZedAxis will not provide a confirmation, so in order to verify if the mapping file was imported properly, check the list to see if it is there. 

• If you get an error, you may have tried importing twice, please view this article for a solution

  • If the import does not work, mimic the screenshot below to manually setup your own mapping file
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Importing The Invoice:

 

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8-D. Ensure the newly create mapping field is selected, check the box that says “Use Auto Numbering” and make sure Duplicate is selected

9-D. If you create a new item in POM, it will create a new item in quickbooks automatically, using the default settings in this menu. If you would like to change the default settings, go to More Options and make edits. I highly recommend choosing Non-Inventory Part or Service. Later, you can always change the item type, account, etc.. once the item is created in QuickBooks. 

10-D.  You have now finished the setup, select Import to begin the import process.

11-D. When it is complete, review the Summary for any issues or errors.

• You can close out of the tool and verify that QuickBooks now contains the invoices for the services you transferred.
• When you're finished, disconnect your tool from Quickbooks