Export your invoice and payments and adjustment reports out of Passare and import to QuickBooks.
To import files you'll need to be in Single User Mode in QuickBooks. Importing .IIF files is a permission setting. An admin user can edit those permissions using the following link, Create and Manage Roles in QuickBooks Desktop.
Download QuickBooks export in Passare
To run the QuickBooks export go to System > Reports.
Select System Reports and search for QB.
Select QB Invoices.
Under Start Date, check the box for Export all items up to the end date.
Under Filter Items to be Exported, select Export only unexported items.
Save Configuration to create a shortcut for future exports. You’ll be prompted to name your configuration. Then Save again.
To test the configuration, you can export one case at a time. Under Case, enter the case ID or decedent name.
Once you're comfortable with the configuration, you can leave All Cases checked.
Then Run Report.
Follow the same steps as above for QB Payments and Adjustments report.
Once you've run both reports, you can find them in the Download Center > Download.
Import IIF files into QuickBooks
Once you've downloaded the reports from Passare, open QuickBooks and select File > Utilities > Import > IIF Files.
If you're using the 2019 or newer versions of QuickBooks, follow the steps below. If using a previous version skip to selecting the file from downloads.
A pop-up will appear. You MUST select Import it for me. I’ll fix it later for the import to work.
Select Import IIF.
Under settings, go to This PC, select Downloads and open the Passare report you downloaded.
If it imported successfully, you'll get this message.
If you get a message that is NOT this, screenshot the message and send it along with the file you imported to firstname.lastname@example.org,for us to research what caused the error.
Repeat these steps with any other files that need to be imported.
View imported files
To view the imported files, go to Customers > Care Center in Quickbooks.
Search the customer’s last name, select the customers name, and open the Invoice.
You'll see all the items imported.
If you imported the payments and adjustments report, select Apply Credits or Receive Payments to apply the imported payment to the Invoice in QuickBooks.
If you select Apply Credits, review the payments listed and make sure the box is checked.
If you select Receive Payments, review the payments listed and make sure the box is checked. Select Apply Credits.
Save & Close.
Need Help? Email us at email@example.com or call 1-800-692-5111.