WinFactor will interface with any desktop version of QuickBooks, but not the online version of QuickBooks (because it does not support iif files.) We have also written custom interfaces for other accounting systems.
WinFactor will interface with any desktop version of QuickBooks, but not the online version of QuickBooks (because it does not support iif files.) We have also written custom interfaces for other accounting systems.
Go to the Advance that you want to unlock, click on the tab ‘Other Settings’ and double click on the check mark next to ‘QB Exported’. WinFactor will ask you if you want to unlock this Advance, click on Yes.…
We have seen this happen under 2 circumstances. 1) Check to see if you have a Vendor called “Factoring Customer” If so, delete it and manually add a Customer called “Factoring Customer” Then run the import again. 2) Sometimes QB…
You do not need to setup each individual customer or client in QuickBooks. That level of detail is tracked in WinFactor. All factoring transactions are posted to a generic customer when using the export. All you have to do is…