RepairQ generates journal entries for sales, payments, COGS, inventory, and taxes payable. You can aggregate your entries in a number of ways, giving you the flexibility you need to export accounting information from RepairQ and straight into your accounting system whether it be Quickbooks, Xero, or any other standard accounting software.
This article will walk you through how to view and export the Journal Entries report.
- Navigate to Reports-->Accounting-->Journal Entries
- Set the date range for which you would like to pull data from and the location, and click Apply Filters. Keep in mind the wider the date range, the more data has to be queried, which can result in longer wait times.
- Once the query is complete, you can view the items below, or click the "To Excel" button on the top right to export the report.
- Open the file that you just downloaded by either clicking the file at the bottom of your browser window, or opening it from your downloads folder.
- You will be met with a spreadsheet with separate columns for Date, Class (location), Account, Debit, and Credit. As long as your chart of accounts matches the accounts you setup in RepairQ, you can then import that file into your accounting software of choice.