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Run accounting exports

Use accounting exports to streamline bookkeeping between Passare and your accounting software.

Get started with exports 

Accounting exports can be generated from Passare to pull case financial data, then imported into your accounting software. This helps prevent duplicate data and makes for easy bookkeeping.

We support exporting for QuickBooks Desktop, QuickBooks Online, Sage 50, and more!

Need help getting started? We will need to create an export for you.

Email us at support@passare.com or call (800) 692-5111 for help.


To learn more about the exporting process for each, check out these Support articles:

Find your export

If your export is set up in Passare, you can begin exporting data.

Go to Reports > System Reports and search for your export.

Reports > System reports

Quickbooks export link

A box will appear for you to choose your report details.

The system will default to all locations, but you can run separate reports for each location.

Basic Filters, Branch section

Here's a list of the following options:

  • Report Format: Leave this box checked. For QuickBooks, it will always be IIF (Intuit Interchange Format). For General Accounting reports, it will be Excel.
  • Delivery Method: Select if you'd like the report to be sent via email, sent to the Download Center, or both.
  • Date Range, Start Date, and End Date: The report will run everything that was signed or saved as re-signed during this date range.

All accounting reports are based on the signing date, and all contracts have to be signed, or they won't be added as an export.


Payments are based on the date entered for the payment.

If there's a concern about unexpected items prior to the start date, check the box next to Export all items up to the end date (ignores the start date).

Run Your Report section

  • Added To Accounting Export: If you have the Add to Accounting Export button turned on for either your Goods & Services or Payments page, you don not have to worry about this. If you're doing this manually, you may want to check one of these boxes depending on what you want in your payments report.
  • Filter Items to Be Exported: 99% of the time, you'll want to select Export only un-exported items. This means you're only bringing over things that have never been exported from the system before and to ensure you aren't duplicating anything in your accounting software.
  • If you need to re-run a file, select Export only already-exported items.
  • Case: If you ever need to export just one specific case, you can do that by selecting Case and type in the specific case number.


Preview Export

To preview the file before running the report, check Export as a preview and Run Report.

When you have Export as a preview checked, it won't flag items as exported. You'll have to go back, uncheck the box, and run again to complete the export and flag items as exported from Passare.

Preview export filter

Save Configurations

To save this configuration to use again, select Save Configuration.

Next time, you'll be able to choose this configuration at the top of the page.

Saved Configurations under Quickbooks Export

Schedule to Run Automatically

Reports can be set to run automatically. 

To do this, turn on Schedule to Run Automatically

From there you can schedule this export to run automatically on a certain day and time

switch toggle to On to Schedule to Run Automatically

Once you're finished, select Run Report.

The report will then come through via email or the Download Center, depending on your selection.

 

Need Help? Email us at support@passare.com or call (800) 692-5111!