What Transfers to QuickBooks?
Account code are optional within Quickbooks, consequently, the link between Prima and Quickbooks is based on Company name. It is essential that you deal with any duplicate names from your current system before the transfer to Prima.
Export – Prima will export individual line details to Quickbooks for purchase/sales invoices and credits.
Prima will also export customers and vendors (account code, name, HQ address, financial contact, phone number and email)
Import – Prima will import aged balance totals and paid statuses of invoices
Stock Values are not transferred to Quickbooks; however, a stock figure can be obtained from Prima and the value can be entered in to Quickbooks once a month.
Tax Reports
The report named 'Sales Invoices and Credits with Tax Region Summary' in Prima can be used to show the tax when the ‘month criteria is selected’. QuickBooks can be used for all other tax reports and customer statements.