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 Export Data to QuickBooks

InsurancePro offers a comprehensive and smart Agency Accounting System. However, there are many Insurance Agencies that use QuickBooks Software for their Accounting needs. QuickBooks (www.quickbooks.com) is a General Accounting Program, offering much more advanced Accounting options.

If you choose to continue using QuickBooks, you can easily transfer information about transactions entered in InsurancePro to QuickBooks.

To export Data to QuickBooks, click on "Options" from the Main Menu.

Then click on "Export Data to Quick Books (tm)". InsurancePro will ask you to specify the dates and the transactions that you wan to export. You will have to specify the Bank Account Name in QuickBooks that you want the transactions to export to.

When ready, click on the "Export" button. InsurancePro will ask you to specify the name and the location of the export file. After the data gets exported successfully, open up QuickBooks, and choose the option to import a file. Specify the location and name of the file that you exported from InsurancePro, and QuickBooks will import all the transactions from InsurancePro.

Note: You also have the options to rename InsurancePro Accounts differently in QuickBooks. To learn more, please click here.