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How do I export data to QuickBooks?

20-Feb-2026

EPASS allows you to export the General Ledger Journal Entry data to a QuickBooks IIF format file that can be used to import the data into QuickBooks.

SET UP

Before you can export your date, you need to:

Add Accounts Receivable and Sales Tax information to the General Ledger variables table
Enable two security options for the user groups that will export the GL journal entries.

General Ledger Variables Table Overview

Select your Quickbooks version from the drop-down list: QB Desktop 2013, QB Desktop 2021 Pro, or QB Online.
When exporting to Quick Books there are two settings which must be configured. EPASS needs to know which GL Account is your AR Control Gl Account, and you need to create a Customer in both EPASS and Quickbooks that match. We recommend the Customer Code in EPASS = “AR-EPASS” and make sure that this is the same name used in Quickbooks.
(For QB Desktop 2021 Pro only) Define the GL Account for Sales Tax Collected and the Supplier Code associated with this. The name you assign to this Supplier is what is exported to Quickbooks and must match your settings in Quickbooks.

You will see this screen:

Transaction Date

This is the dates you want to Export to the QuickBooks IIF Format

Folder

This is the folder EPASS will export the Data to.

Include GL YTD Transactions

If the option is unchecked, it will export only unposted GL Transcations for the date range you choose.

If this option is checked, it will export posted GL Transcations for the date range you choose

You can review the .iff file in Notepad before performing your Quickbooks import.

Example how it looks in Excel