INTERACTIVE DEMO — Sample data only. Changes are not saved. All Demos
Work Orders
$18,450.00
36 orders
Rental Income
$5,800.00
8 rentals
Parts Revenue
$6,240.00
42 transactions
Purchases
$4,595.50
5 POs
Period Summary
QuickBooks Import Tips
  • Download the CSV report you need
  • In QuickBooks: File > Utilities > Import
  • Select Excel/CSV files
  • Map columns to your QuickBooks fields
  • Work Orders → invoices/sales receipts
  • Purchase Orders → bills/expenses
  • Rental Income → rental revenue