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  • QB Revenue
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v1.3.8

  • Dashboard
  • Runs
  • Review
  • Settings
  1. Dashboard
  2. /QB Revenue
  3. /New run

QB Revenue

Billing export in, journal entries out. Unmapped items stop the run before any journal exists.

QB Revenue

  1. 1UploadStep 1 of 4: Upload, current step
  2. 2ProcessingStep 2 of 4: Processing, not started
  3. 3Fix mappingsStep 3 of 4: Fix mappings, not started
  4. 4ResultsStep 4 of 4: Results, not started

First time? How to run QB Revenue

The period

Everything on this screen decides where the journal entries land. A wrong period makes a journal entry that balances perfectly and posts to the wrong month.

The export usually carries its own period. Override it only when you know the file is labelled wrongly.

Leave it empty to use the period end date from the fiscal calendar.

Bank deposits by clinic group

No deposits yet. The unposted journal entry is the difference between what was billed and what the bank received, so it needs one figure per clinic group.

$

The file

One billing export for the period. The server reads the dates out of the file itself, so the name does not matter.

Billing export

Drop the file here, or choose it from your computer.

Excel workbook (.xlsx or .xls) or comma-separated values (.csv)

Nothing is booked by this step. The run stops for a human before any journal entry exists.