Effortlessly Sync Your Lawnager Reports with QuickBooks Online

How do you synch Lawnager with QuickBooks Online?

Effortlessly Sync Your Lawnager Reports with QuickBooks Online

Keeping your financial records in sync doesn't have to be complicated. Lawnager's seamless integration with QuickBooks Online allows you to export your reports directly into the format QuickBooks loves. Follow these simple steps to streamline your accounting process.


Exporting from Lawnager

1. Access Reports: Navigate to the Reports section in your Lawnager portal account. Use this link for quick access: Lawnager Reports.

2. Select Report Type: Choose the report you wish to export. Lawnager offers a variety of reports tailored for QuickBooks, including:
  1. QuickBooks Customer
  2. QuickBooks External Payments
  3. QuickBooks Open Invoices
  4. QuickBooks Paid Invoices
  5. QuickBooks Refunds
  6. QuickBooks Services
3. Set Date Range: Specify the period for the report. You can select a predefined range or use the Custom Dates feature to define your own From and To dates.

4. Choose File Format: Export your report in either CSV or Excel format, depending on your preference or requirements.


Importing into QuickBooks Online

1. Log In to QuickBooks: Sign into your QuickBooks Online account and navigate to the Import page.

2. Map Lawnager Reports to QuickBooks: QuickBooks categorizes imports into different types. Here's how Lawnager's reports correspond:
  1. Customers → QuickBooks Customer
  2. Products and Services → QuickBooks Services
  3. Invoices (includes External Payments, Open Invoices, Paid Invoices, Refunds) → Corresponding QuickBooks categories
3. Upload and Import File:
  1. Click the 'Browse' button to upload the file exported from Lawnager.
  2. Select 'Next' to proceed. This option is typically located in the bottom right-hand corner of the screen.
4. Field Mapping: QuickBooks should automatically recognize the standard format. If you have custom fields, adjust the mappings accordingly by selecting the appropriate options from the dropdown menus.

5. Finalize Import: Review your data for accuracy. Once satisfied, click 'Import' to complete the process.


Need Assistance?

Encountering issues or have questions? Lawnager's dedicated support team is ready to assist. Reach out to us at support@lawnager.com for personalized help. Let's ensure your lawn care business's financial management is as smooth and efficient as possible.

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