QuickBooks Export
QuickBooks is the accounting system of choice for many mid-market customers of ServiceMax. These customers need a quick and easy way to extract completed work orders or other ServiceMax data and import it into QuickBooks to eliminate duplicate data entry, without having to use a full-fledged middleware tool.
The ServiceMax QuickBooks Export feature enables export of work orders and work details that are ready to be billed, in IIF format, which is a proprietary QuickBooks™ format. The exported data can be directly imported into QuickBooks for billing.
The following are the key aspects of this feature:
• Provision to define the default org-wide export configuration in a JSON formatted string.
• Sample default configuration provided out-of-the-box for cloning and customization.
• The following options can be configured in the JSON string:
◦ Header and child objects to be exported, default being Work Order and Work Detail.
◦ Header and child object fields to export.
◦ Filter condition for qualifying header and child records.
◦ Date field to filter header records on.
◦ Header fields to display in the Export screen.
◦ Sort field (ascending order) for records displayed in the Export screen.
◦ Header object fields to update after export; for example, to flag exported records.
The Export page enable users to achieve these capabilities:
• Specify a date range on the configured header date field.
• View the qualifying header records in the above date range.
• Select all or any of these records for export.
• Export the selected records and their qualifying child records in IIF format file.
• Download the export file or email it to the logged in user.