To export your payments to Excel or to QuickBooks you will first need to access the Payments feature page. Please see the Payments List page for more information on how to access this page:
Export to QuickBooks
Depending on the connector you have selected, you can export your payments to either QuickBooks Online or the QuickBooks Desktop Web Connector. Please note that the export functions for both QuickBooks versions can be accessed through the same actions as those listed below:
Right-click the selected payment and select the "Export Payment to QuickBooks Desktop" option from the drop-down.
Click on the More Actions button and from the drop-down click on the "Export Payment to QuickBooks Desktop" option.
Select the Individual Actions button under the "Actions" column and select the "Export Payment to QuickBooks" option from the drop-down.
Export to Excel
Click on the More Actions button and from the drop-down click on the "Export to Excel" option.
To export your payments to QuickBooks (Online or Desktop), you will first need to set up a connector with MobiWork. For more information on how add a QuickBooks connector please see the Connect With An Existing Software Solution, QuickBooks Online, or the QuickBooks Desktop Web Connector pages.
Please note, that you will only be able to export your payments from the Payments feature page, and not from the View Invoice pop-up window.
Note: When a single payment is applied to multiple invoices in MobiWork, all corresponding invoices, both in MobiWork and QuickBooks Online, will be updated accordingly.
Payments will only sync from MobiWork to QuickBooks if the status is marked as "Ready For Integration" in MobiWork. To indicate if a payment is ready to sync to QuickBooks, click on the "Edited Selected Payments Integration Status" option from the More Actions drop-down:
In the Edit Selected Payments pop-up window that will appear, select the "Ready For Integration" status:
Note: The payments entered in MobiWork can only be pushed 1-way to QuickBooks; in other words, QuickBooks payments cannot be exported to MobiWork.
Important: Please note that the invoice must first be pushed to QuickBooks Online. After the invoice has been pushed, then you can push the payment. If the payment is pushed prior to the invoice, you will receive the following error:
To export this file from the Payments, feature page:
- Select the payments that you would like to export to Excel:
Please note that if you would like to export all your payments into Excel you can click on the topmost checkbox (Multiple Selection Area) located in the "Successful Payments" or "Failed Payments" column. Likewise, if you do not select any entries ALL records will be exported:
Click on the More Actions button and from the drop-down menu select the "Export to Excel" option:
The Excel file will automatically download, and you will be able to locate it in your computer's Download folder.
This Excel file will display the payment ID, invoice ID, user name, etc. in an easy-to-read format. You can then use Excel file to easily navigate through your company's payments: