Export Invoices to Third Party Accounting Software

 

To export Invoices to an Accounting System, you must have set your Accounting Export Configuration in Accounting Preferences.

For most Accounting Systems, Optimum Control will export Purchases only, but some can also export Sales Transactions. Most POS systems will export sales information to Accounting directly, but for those who use the Optimum Control Sales Financial Summary you can export those items.

To Export your Invoices to your Accounting Software:

1.  Choose Export Accounting Data  (from the Main Menu Toolbar).

2.  The default view will show ‘non-exported’ Invoices. 

3.  Choose the Invoices you want to export.

NOTE: To select all Invoices to export, choose Check All (located at the bottom of the window).

4.  Click Export . The file will be automatically exported to the location you specified in Preferences

To View the Files and Send to your Accounting Department:

1.  Click the Folder Icon  (Export Accounting Data Toolbar).

2.  Select the File(s) to send.

3.  Email the file(s) to your Accounting Department or Import the file to your Accounting Software.

 

NOTE: The files you export will be set as Exported Status with the date of the export registered. If you need to re-export a file, choose Exported Invoices from the filter drop-down and re-select the Exported Invoices and follow steps to re-export.