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Import Invoices & Payments from ShootQ

Updated

Overview

This tutorial will show you how to export your ShootQ invoices and payments and import them into StudioCloud.  Please be sure to import your clients first using the tutorial Import Client Information From ShootQ so that your clients can be matched up with their invoices.  In addition, you will need both the invoices and payments from ShootQ. 

How to Export Invoices from ShootQ

Please note you can only export one year at a time so you will need to change the time frame for each year you need to export.

  1. Go to the Business tab
  2. Click on the billing link near the top left of the tab
  3. In the box labeled "Income Overview" select "All Invoices By Due Date"
  4. Click the CSV button
  5. Select where to save the file on your computer

How to Export Payments from ShootQ

Please note you can only export one year at a time so you will need to change the time frame for each year you need to export.

  1. Go to the Business tab
  2. Click on the billing link near the top left of the tab
  3. In the box labeled "Income Overview" select "Payment History"
  4. Click the CSV button
  5. Select where to save the file on your computer

How to Import Invoices and Payments from ShootQ

  1. Go to the Point of Sale component
  2. Go to the Point of Sale tab
  3. Click the Invoices/Estimates/Quotes button
  4. Click the Actions menu button
  5. Click the Import menu option
  6. Click the Import Invoices Directly To Cloud menu item 
    • Import Direct.png
  7. In the window that opens, select the Import Options menu button
  8. Select Import Invoices from Third Party Programs
  9. Click the Import Invoices from ShootQ CSV Files option
  10. Click the OK button
  11. Find and select the invoice file that you exported from ShootQ
  12. Find and select the payment file that you exported from ShootQ
  13. Click the Save button