Directly integrating MINDBODY and QuickBooks is not available right now. But of course there are ways to go around it. In this article we will walk you through the possible measures that you can take in order to integrate MINDBODY and QuickBooks software. So, what are you waiting for? Let us start digging!
Why to integrate MINDBODY with QuickBooks software?
Integrating QuickBooks with MINDBOSY is like adding a helping hand that can sort so much for you like:
- Increasing efficiency by enhancing the information sharing between you and your employees.
- Sending invoices, bank statements, bills etc become automatic after integration with QuickBooks.
- Better application
WORKAROUNDS FOR INTEGRATING MINDBODY AND QUICKBOOKS SOFTWARE:
Here are two ways that you can go about so that you can integrate MINDBODY and QuickBooks software. They are as follows:
- You can use different types of syncing applications to do so that can take care of all the MINDBODY data importing to the QuickBooks software.
- The second workaround for integrating MINDBODY and QuickBooks software is to make use of the reports from MINDBODY for importing them to QuickBooks.
Please Note: It is important to know at this stage that you will not find an import option for the Excel spread sheets in all the QuickBooks versions. You can verify whether your QuickBooks version has this facility with Intuit QuickBooks support.
Requirements for importing sales report into QuickBooks software:
Here are the points that you should bear in mind:
- The most relied upon Sales report is by Category Report.
- In order to export the sales to Excel and to import the file into QuickBooks account you should make sure that the following categories of revenue are same:
- Set Revenue category in MINDBODY
- Set Revenue category in Chart of Account in QuickBooks software.
Ways to export the Sales reports with the help of Category Report:
Here are the steps that can help you to export the Sales reports with the help of Category Report. Please make sure that you follow them in the order mentioned below. The steps are:
- First of all you need to select the Reports
- Now from the left side tab, you need to choose the option that says-
- At this stage please choose Sales by Category Report
- Here you can choose the filters that you wish to use.
- Now you need to generate the information.
- In order to export the report to Excel, please click on XLS icon.
- Now it is time to Save the file in your computer.
Tip: It is advisable to take a note of the name and the location of the files.
- Now launch into you QuickBooks account.
- After getting into your QuickBooks account it time to import the file you have just saved.
By following these steps you can successfully import the files. Repeat the above steps for as many MINDBODY files and as per your business requirements.