QuickBooks invoice export

The QuickBooks invoice export produces a CSV formatted for direct import into QuickBooks Online or Desktop. Each completed Chamberly order becomes a single invoice line so your books stay in sync without manual data entry.

• Have your QuickBooks customer list handy — emails are matched on import.

• Decide on the date range you want to import (typically the most recent month).

• Make sure your chart of accounts has the income account you want sponsorships posted to.

1. Open Sidebar > Orders.

2. Filter to Completed status and the date range you want to export.

3. Click Export > QuickBooks Invoices.

4. Save the CSV.

5. In QuickBooks, choose File > Import > Invoices and upload the file.

6. Map columns if prompted — Chamberly uses QuickBooks-standard headers so most fields auto-map.

• Run the export at month-end and import once — avoid mid-month partials.

• Reconcile against the Revenue report to confirm totals match.

• Keep a backup copy of each export in case you need to re-import.

What if a customer does not exist in QuickBooks?
QuickBooks will create them on import using the email and name from the file.

Are refunds exported?
Refunds are not included — handle them separately in QuickBooks as credit memos.

• Exporting orders

• Revenue report