1) From the Invoice Screen, click on Options then "Setup" then "Quick Books Setup".

2) In the Quick Books Interface Setup Window, fill in the information as it pertains to your company. Descriptions of the fields are below. After you have filled out all the fields, click the "Update" button.

Quick Books Directory: This is the path where your Quick Books files are located. Consult your Quick Books manual for this information.
Customer Name: This will be the name of the customer that will appear in Quick Books.
Undeposited Funds Account Name: This is the name of the account and sub account that will represent your CRE Undeposited funds. The format is "Main:Sub". Sales Income Account Name: This is the name of the account and sub account for your sales income from CRE. The format is "Main:Sub".
Sales Tax Agency Name: This is the name of the Sales Tax Agency for TAX 1.
Sales Tax Agency Account Name: This is the account and sub account for Sales Tax 1 collected from CRE. The format is "Main:Sub".
Sales Tax 2 Agency Name: This is the name of the Sales Tax Agency for TAX 2.
Sales Tax 2 Agency Account Name: This is the account and sub account for Sales Tax 2 collected from CRE. The format is "Main:Sub".
Sales Tax 3 Agency Name: This is the name of the Sales Tax Agency for TAX 3.
Sales Tax 3 Agency Account Name: This is the account and sub account for Sales Tax 3 collected from CRE. The format is "Main:Sub".

3) After the information has been filled in, click on Tools (in the Options button screen) then click on "Quick Books Sales Pass".

4) In the QB Sales Pass screen, enter the Start and End Date for the period of time that you would like sales information passed to Quickbooks, then click the "Select" button. Next click the "Create Quick Books File".

5) In the "History" grid, the files that you just created will appear. These will be the files that you will import into Quick Books.