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Services
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Billing

Invoices

Billing

Accounts

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Select an account Its services, vehicles and billing appear here
Billing

Customers

Billing

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Line Items
ServiceQtyPriceAmount
Subtotal$0.00
Total Due$0.00
Materials

Inventory

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Account

DAN'S ACCOUNT

In Question
Accounted For - Car Storage
This Month's Invoice So Far
Monthly Total$0.00
Shop Status

Workflow Board

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Schedule

Calendar

Excess Look
Accounting

QB Export

Step 1 - Read from QuickBooks
This tells the app what QuickBooks already has, so nothing is sent twice. In QuickBooks: Reports → Custom Reports → Transaction Detail, filtered to Invoice and Payment, with the columns Type, Date, Num, Name and Amount.
Step 2 - Date Range
MOVE JOB