Mailware exports to QuickBooks the following items:
- Sales including tax and shipping amounts
- Accounts Receivable
- Accounts Payable
To export the information above you run Mailware Scripts from the Tools menu at the top of the Mailware screen. There are 2 scripts named QuickbooksDailyExport1.mws and MailwareQuickbooksBillExport-1.mws.
The first script exports your sales for the time period since you previously ran it (e.g., for that day if you run the script daily). Don’t worry, Mailware remembers what it exported so you can’t miss anything or double export.
When you import the file Mailware creates (MailwareQuickbooksExport.iif) you will see your sales information in QuickBooks. Mailware exports the products sold, total sales, sales tax and shipping amounts. You can view these in the Invoices screen and see them in the General Ledger as well.
Mailware will also create Accounts Receivable for any of your customers that owe you money.
You can also run the MailwareQuickbooksBillExport-1.mws script anytime you receive inventory and enter an invoice from your vendor. Mailware will create a file named MailwareQuickbooksBillExport.iif which you can import into QuickBooks. It will create the vendor account if it does not already exist and a payment due for the amount of the invoice. You can then print checks from QuickBooks to pay your vendors.
Below are screenshots of QuickBooks as it was updated from Mailware using the Mailware sample company (CellPhones4U).
If you need the Mailware scripts you can download them from the following link. Save them into your Mailware data directory and follow the instructions at the end of the video tutorial to install them.
You can also download the resulting IIF files created during the video demo. These can be opened in Notepad so you can see how the data is exported from Mailware. You can also import them into a blank QuickBooks company to see how they work.
Daily Sales Shipping Sales Tax
Accounts Receivable
Vendor Center Mailware Payments Pay Bills
Accounts Payable
Chart of Accounts
Click an image above to see a screenshot
