Exporting invoices to QuickBooks

The QuickBooks export produces a CSV in QB's native invoice import format, with QB-compatible date formatting, line items, and a structure that maps cleanly to your QuickBooks chart of accounts. Use it to bulk-load invoices instead of manual data entry.

• Confirm your QuickBooks file accepts CSV imports (QuickBooks Online or Desktop with the IIF/CSV import tool).

• Map your Chamberly events or sponsorships to QB income accounts in Settings > Integrations > QuickBooks.

• Decide a date range — typically a closed accounting period.

1. Go to Sidebar > Orders.

2. Apply filters: date range, status (typically committed and completed).

3. Click Export > QuickBooks invoices.

4. Confirm the QB-compatible date format (MM/DD/YYYY).

5. Choose whether to include refunded orders as credit memos.

6. Click Generate export.

7. Download the file and import it into QuickBooks via File > Utilities > Import > Excel Files (Desktop) or via the bulk import tool (Online).

• Customer name (sponsor business), invoice number (Chamberly order ID), invoice date.

• One line per sponsorship or package item with description, quantity, rate, and amount.

• Discount line if a coupon or package discount was applied.

• Total and balance fields formatted to match QB invoice templates.

• Run a small test import first (5-10 invoices) to verify your account mapping.

• Map sponsorship categories to specific QB income accounts for cleaner reporting.

• Export monthly so QB stays in sync with Chamberly without huge backfills.

Are taxes included?
If your sponsorships have tax configured in Chamberly, the export includes a tax line per invoice.

Can I include refunds?
Yes — toggle Include refunds as credit memos at export time.

• Exporting orders to CSV

• Order status lifecycle