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This article will show you, how to export service claims to Quickbooks from Comm.care. As a client management software, Comm.care helps in account reconciliatio

Exporting to Quickbooks

This article will show you, how to export service claims to Quickbooks from Comm.care.

As a client management software, Comm.care helps in account reconciliation of the services that you have provided to your client.

Comm.care does invoices for the services below which needs an accounting system:

1. NDIS Self-managed
2. NDIS Plan managed
3. Client fee for services

As an example, let's have a look at exporting plan managed claims to Quickbooks.

> *To export invoice to Quickbooks you have to first select Quickbooks as* *your Accounting Integration from Organisation Profile* *,* [See more detail here](//docs.comm.care/article/88-ndis-accounting-integration-in-comm-care-with-quickbooks).

Remember, first to create the invoices and send them out to the participants and plan manager before you start with accounting. Unless you don't send out the invoices, it's no point in account reconciliation of that services. [See the details here](//docs.comm.care/article/53-claim-process-for-plan-managed-clients).

Once you've sent out the invoices, go to **My Organisation > Report.**

![](/images/articles/image-png-Nov-30-2021-11-53-37-98-PM.png)

1. You should filter `Select Roadmap Type` to **Self Managed or Plan Manager.  -**Remember to enter Payment classifications on the Circle’s Roadmap. [Learn more about the Roadmap of Support](//docs.comm.care/article/71-add-support-services-to-roadmap#ndis%20funded%20services).
2. Select Filter Progress Notes by Purpose: **3.3 Export Claims**
3. Select the**Occurrence date** for the duration you want to export claims.
4. Click **Generate report** to load report page in a tabular form where you can have a **'single view'** of all the NDIS Invoices to be exported to QuickBooks.
5. Click on **Action** *(below Generate report)*> **Export as accounting file.** It will download a CSV file for you to upload to Quickbooks.

![](/images/articles/file-OdlyV5gKqq-2.png)

Once, you have downloaded the accounting file (Quickbooks CSV file), you can upload it to Quickbooks accounting system by following the steps below.

**Tab 1: Log in to Quickbooks**

Once you're into Quickbooks, click on **Settings** on the top right of the screen and select **Invoices.**

![](/images/articles/file-vYTF5zvrzo.png)

![](/images/articles/file-Zmah6ADI4V.jpg)

**Tab 2: Select the file you exported from Comm.care (Step 1: Upload)**

Select Browse and then find and select the CSV file you exported from Comm.care. Select Next. Under the Browse button, tick on the checkboxes to add new customers, products, and services that don't already exist in QuickBooks.

![](/images/articles/file-yO45XbP6ly.png)

**Tab 3 & 4: Map your Import Fields (Step 2)**

Make sure your **spreadsheet’s column headings match with QuickBooks fields**. Select the date format you used, like DD-MM-YYYY. Select Exclusive or Inclusive as your tax option. Once done, click **Next.**

![](/images/articles/file-Ew7jsga4FG.png)

![](/images/articles/file-3sK3SX743Y.png)

**Tab 5: Import Invoices (Step 3)**

After you map the fields, review the summary of your import. If everything looks good, click **Start import.**

![](/images/articles/file-AceV2FscEz.png)

**Tab 6: Done**

Once all your invoices are imported and you’re done, click  **OK.** If some invoices fail to import, note  **why** then select Done.

![](/images/articles/file-HdL1exMGxC.png)

You can view the invoice and the amount on the **Sales > Invoices** tab.

![](/images/articles/file-bYP2h4pNw1.png)

Done! It's that simple to import the NDIS Invoices to Quickbooks from Comm.care. 

Comm.care integration with Quickbooks allows you to quickly get transaction data from Comm.care and upload it to Quickbooks for  Invoices (including NDIS Invoic

NDIS Accounting Integration in Comm.care with Quickbooks

Comm.care integration with Quickbooks allows you to quickly get transaction data from Comm.care and upload it to Quickbooks for **Invoices (including NDIS Invoices)**with just a few clicks. Moreover, we make it super easy for you to replace T-sheets with Comm.care! - let's check it out!

## Setup integration with Quickbooks

Go to   **My Organisation > Organisation Information box > Edit > Back Office > Select Quickbooks > Save changes**

![](/images/articles/file-W04yLeSAGw.gif)

![](/images/articles/file-0N5oCH794Z.png)

### Export data to Quickbooks

Go to   **Organisation > Reports**  select the Roadmap type 

*Filter the dates from when you want the report to be generated*

* On Filter Progress Notes by purpose select `2.3 Export Claims`

Click on the blue button:  Generate report > Action > **Export as accounting file**

![](/images/articles/file-dTqKnMG8KB.gif)

Make sure that the filters on the right side of the screen are chosen correctly while exporting the file. Double-check the search bars to not miss any data while exporting claims.

After that, your data downloaded is in Quickbooks format. You now just need to upload it to Quickbooks. Know more on how to [export to Quickbooks](//docs.comm.care/article/89-exporting-to-quickbooks).

We hope this integration will be helpful to you!

This article explains how to export service claims (invoices) from Comm.care to MYOB. Comm.care, as a client management software, helps in account reconciliatio

Exporting to MYOB

This article explains how to **export service claims (invoices) from Comm.care to MYOB.**

Comm.care, as a client management software, helps in account reconciliation of the services that you have provided to your Clients. 

Comm.care provides invoices for the services below, for export to your accounting system:

1. NDIS Self Managed
2. NDIS Plan Managed
3. Client fee for Services

Let's have a look at exporting either **Self Managed or Plan Managed** claims to MYOB.

> *In order to import invoice to MYOB you have to first select MYOB as your Accounting Integration from Organisation Profile, then enter the MYOB Item number on each of your Organisation's services,* [See more detail here](//docs.comm.care/article/49-accounting-integration-in-comm-care-with-myob) and to your Circle's profile.

Remember, first create the invoices and send them out to Participants and Plan Managers before you start with accounting. Until you have sent out the invoices, there is no point attempting account reconciliation for those services. [See the details here](//docs.comm.care/article/53-claim-process-for-plan-managed-clients).

Once you've sent out the invoices, go to **My Organisation > Report.**

![](/images/articles/file-mWooFwY5I6-Jun-16-2021-05-16-24-28-AM.png)

1. You should filter `Select Roadmap Type` to **Self Managed or Plan Manager. -**Remember to enter Payment classifications on the Circle’s Roadmap. [Learn more about the Roadmap of Support](//docs.comm.care/article/71-add-support-services-to-roadmap#ndis%20funded%20services).
2. Select Filter Progress Notes by Purpose: **3.3 Export Claims**
3. Select the **Occurrence date** for the duration you want to export claims.
4. Click **Generate report** to load report page in a tabular form where you can have a **'single view'** of all the NDIS Invoices that will be exported to MYOB.
5. Click on **Action** *(below Generate report)* > **Export as accounting file**. It will download a CSV file for you to upload to MYOB.

![](/images/articles/file-OdlyV5gKqq-2.png)

Once you have downloaded the accounting file (MYOB CSV file), the next step would be importing in MYOB.

Login into your MYOB and Select what you want to do > **Select Import data**

![Import invoices to MYOB](/images/articles/file-14VNde5Gre.png)

After clicking Next> Tab 2 will open

#### Tab 2: Select Import: Sales & Sales type: Item Sales from the drop-down

> Select the file that you downloaded by using the **Browse tab >** Click Next>

![Import MYOB Sales type](/images/articles/file-7the0fOuII.png)

#### Tab 3:

```
\* Select Data separated by: Tabs
\* The first line of the file contains: Headers or Labels
\* If data you are importing already exists in this company file: Add the import data (from the drop-down menu)
\* Match cards using their: select from the drop down "Card Id" or "Co./Last Name"
\* Click Next>

```

![NDIS MYOB Invoice](/images/articles/file-umoxALvD6U.png)

#### Tab 4:

As the downloaded file is already in the MYOB CSV format, you just need to select **Automatch** here and the fields will be matched with the available fields. Once done, click **Next>**

![Match fields in MyOB](/images/articles/file-e7oePq8r8I.png)

#### Tab 5:

If you want to back up the file, this is the stage where you can do it by clicking the **Backup** button. Click **Next>**

![Import data in MyOB](/images/articles/file-Dah31au8AR.png)

#### Tab 6:

After you have imported the files, you can have a look at all the imported records and one's that were skipped due to errors. Once you rectify those errors, the best approach for you is to fix the specific file and import it again and also address the root cause of the problem, for example, fix the 'MYOB Card Id' on Comm.care to match the Card Id from MYOB and then import just those files again.

![](/images/articles/file-HcqH5HrGQb.png)

It's that simple! Similarly, you can follow the above process for client fee for services.

In this way, Comm.care helps you to efficiently export data to your accounting system.

This article will show you, how to import staff hours in Quickbooks from Comm.care.

Exporting staff hours to Quickbooks

Comm.care simplifies the process of gathering information required to feed your payroll system. In this article we will learn how to export the staff hours into Quickbooks.

> _Learn more about: [How to export staff hours from Comm.care](https://docs.comm.care/article/24-reports)_.

## Importing Timesheets to Quickbooks

Quickbooks allows CSV file formats to run payroll. To import timesheets, please ensure the timesheet service is enabled with the Timesheet service page under payroll settings in Quickbooks. You’ll be able to enable timesheets and configure providers from there.

Follow the steps below to import timesheets into Quickbooks:

### Tab 1: Select Manage Employees> Import Timesheets on your payroll dashboard

![Import Timesheets](/images/articles/exporting-staff-hours.png)

Choose ‘Custom file upload’ as the source of the timesheet from the drop-down menu.

![File upload](/images/articles/exporting-staff-hours2.png)

This option allows you to import CSV files in Quickbooks that we just downloaded from Comm.care. The file contains all the required information for a successful import.

### Tab 2: Select the file to upload

![Select File](/images/articles/exporting-staff-hours3.png)

You’ll find the downloaded CSV file under the ‘Downloads’ folder on your computer. Once, the file has been uploaded, you’ll be able to set the date format of the file, which will be ‘Australian’ in this case.

Note: that CSV file from Comm.care does not have a location for the timesheet. In this case, the employee’s default location (as per employee records/pay run defaults page) will be assigned to the timesheet when the data is imported.

### Tab 3: Mapping each column/field

The next step is to map each column with the type of data. A preview of the first few lines of each column is shown to help you match. The image below shows all the available columns:

![Mapping columns in quickbooks](/images/articles/exporting-staff-hours4.png)

Once you map the columns of the CSV with Quickbooks, you can start the import.

_Note: If you get any errors during the import, you can always replace the previous import (unless it has been included in a pay run) with a new one after fixing the error._

### Tab 4: Timesheet approval

You can choose if you want the timesheets to be automatically approved or whether they should go through the standard process of approval. Once done, click **Import** to begin.

![Importing timesheet](/images/articles/exporting-staff-hours5.png)

Once the timesheet is imported, check for errors. You will be able to re-configure the columns and re-upload the file.

After a successful import, you may choose to save the file format to be used in future. This will save you time to map the column types each time. To do so, click Save the file format link> Enter preferred name for it> save timesheet format.

![Successful import](/images/articles/exporting-staff-hours6.png)

You can later delete too by going to view custom file formats> click the delete icon next to it.

![Delete the custom file format](/images/articles/exporting-staff-hours7.jpg)

That’s it! Following these simple steps will let you import your staff hours easily from Comm.care.

**Appendix**

Column types to match from Comm.care

![Column types in Comm.care](/images/articles/exporting-staff-hours8.png)


Comm.care has just saved you tonnes of time, having used the simplified claiming process outlined in our Tutorial: Claim process for NDIS - NDIA Agency Managed

Bulk upload to NDIS

Comm.care has just saved you tonnes of time, having used the simplified claiming process outlined in our Tutorial: [Claim process for NDIS - NDIA Agency Managed Clients](//docs.comm.care/article/50-claim-process-for-ndis-ndia-agency-managed-clients). So let's now look at how you get the bulk claiming file ready to upload to the NDIS portal (aka PRODA).

> **Note:** Do not open the downloaded CSV file as it may disturb the alignment of the categories and PRODA might not identify the column. In case you want to check, please open it in the notepad (.txt) format (Right click > open with > Notepad).

To start with the upload, **login into the NDIS portal** and under the supplier dashboard, select **Payment Request**

![proda payment request](/images/articles/file-VQpc4ASn3x.png)

Click **choose file > select the downloaded file** from downloads > tick the acknowledgement > Upload

![ndis bulk upload](/images/articles/file-jOuTsFIK43.png)

In case of any errors, you'll get a message (refer image below). Rectify the error by proof-reading all the columns including registration number, line items and so on.

![proda upload errors](/images/articles/file-lxINDhOn5E.png)

Once the file is successfully uploaded, you can search for budget utilisation and the Service Booking Details for each of your Clients by searching their name/NDIS number.

![proda service booking participant service booking](/images/articles/file-UOpdUTzDkr.png)

Click on the desired service booking number of the Client and view their support details.

![ndis service booking details](/images/articles/file-vFTnZ3vEhA.png)

That's it! Good money is going to roll in soon! And you can see now just how smooth Comm.care makes this process for you.

CATEGORIES

Bulk upload to NDIS

Exporting to Quickbooks

NDIS Accounting Integration in Comm.care with Quickbooks

Exporting to MYOB

Exporting staff hours to Quickbooks