{"id":23197,"date":"2026-02-15T04:42:19","date_gmt":"2026-02-15T09:42:19","guid":{"rendered":"https:\/\/certek.com\/kb4\/?post_type=ht_kb&#038;p=23197"},"modified":"2026-02-26T19:17:29","modified_gmt":"2026-02-27T00:17:29","slug":"using-quickbooks-desktop-with-artisan-pos","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/using-quickbooks-desktop-with-artisan-pos\/","title":{"rendered":"Using QuickBooks Desktop with Artisan POS"},"content":{"rendered":"\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info\">This article is part of a series on using <em>Artisan<\/em> with External Accounting Programs, such as QuickBooks. For the full series, see <strong><a href=\"https:\/\/certek.com\/kb4\/knowledge-base\/working-with-external-accounting-software\/\">Working with External Accounting Software<\/a><\/strong>.<br><br>Intuit and QuickBooks are registered trademarks of Intuit Inc. Used with permission.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This article contains tips and examples for using QuickBooks Desktop to import sales summary transactions from <em>Artisan POS<\/em>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"creating-accounts-in-quickbooks\">Creating Accounts in QuickBooks Desktop<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To create accounts in QuickBooks, you&#8217;ll need to open your &#8220;<strong>Chart of Accounts<\/strong>.&#8221; Click on &#8220;<strong>Lists<\/strong>&#8221; and &#8220;<strong>Chart of Accounts<\/strong>.&#8221;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h25_42.png\"><img loading=\"lazy\" decoding=\"async\" width=\"437\" height=\"303\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h25_42.png\" alt=\"\" class=\"wp-image-10227\" style=\"width:361px;height:250px\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h25_42.png 437w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h25_42-300x208.png 300w\" sizes=\"auto, (max-width: 437px) 100vw, 437px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Click &#8220;<strong>Add New Account<\/strong>.&#8221;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h27_39.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"556\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h27_39-1024x556.png\" alt=\"\" class=\"wp-image-10228\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h27_39-1024x556.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h27_39-300x163.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h27_39-768x417.png 768w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h27_39.png 1131w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Your account type and title depend on what account you&#8217;re creating. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, let&#8217;s create our first account &#8211; our bank account. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From &#8220;<strong>Account Type<\/strong>,&#8221; select &#8220;<strong>Bank<\/strong>.&#8221;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-03_08h42_57.png\"><img loading=\"lazy\" decoding=\"async\" width=\"701\" height=\"443\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-03_08h42_57.png\" alt=\"\" class=\"wp-image-10657\" style=\"width:565px;height:357px\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-03_08h42_57.png 701w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-03_08h42_57-300x190.png 300w\" sizes=\"auto, (max-width: 701px) 100vw, 701px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Give your account a name (typically the name of your bank). Save the account.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-03_08h43_43.png\"><img loading=\"lazy\" decoding=\"async\" width=\"694\" height=\"504\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-03_08h43_43.png\" alt=\"\" class=\"wp-image-10658\" style=\"width:565px;height:410px\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-03_08h43_43.png 694w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/01\/2022-01-03_08h43_43-300x218.png 300w\" sizes=\"auto, (max-width: 694px) 100vw, 694px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Numbering Accounts<\/strong> in QuickBooks Desktop<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Some people prefer to use account numbers in QuickBooks, rather than account names. You can enter either names or numbers into <em>Artisan&#8217;s<\/em> configuration settings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To enable account numbering in QuickBooks Desktop, head to \u201c<strong>Edit<\/strong>\u201d and \u201c<strong>Preferences<\/strong>.&#8221;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h28_16.png\"><img loading=\"lazy\" decoding=\"async\" width=\"298\" height=\"445\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h28_16.png\" alt=\"\" class=\"wp-image-10261\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h28_16.png 298w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h28_16-201x300.png 201w\" sizes=\"auto, (max-width: 298px) 100vw, 298px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Click on &#8220;<strong>Company Preferences<\/strong>.&#8221;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h28_24.png\"><img loading=\"lazy\" decoding=\"async\" width=\"870\" height=\"561\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h28_24.png\" alt=\"\" class=\"wp-image-10262\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h28_24.png 870w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h28_24-300x193.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h28_24-768x495.png 768w\" sizes=\"auto, (max-width: 870px) 100vw, 870px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Check &#8220;<strong>Use Account Numbers<\/strong>.&#8221;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h28_52.png\"><img loading=\"lazy\" decoding=\"async\" width=\"870\" height=\"561\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h28_52.png\" alt=\"\" class=\"wp-image-10263\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h28_52.png 870w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h28_52-300x193.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h28_52-768x495.png 768w\" sizes=\"auto, (max-width: 870px) 100vw, 870px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Right-click on your chart of accounts and select &#8220;<strong>Customize Columns<\/strong>.&#8221;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h31_57.png\"><img loading=\"lazy\" decoding=\"async\" width=\"416\" height=\"449\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h31_57.png\" alt=\"\" class=\"wp-image-10264\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h31_57.png 416w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h31_57-278x300.png 278w\" sizes=\"auto, (max-width: 416px) 100vw, 416px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Move &#8220;<strong>Accnt. #<\/strong>&#8221; to &#8220;<strong>Chosen Columns<\/strong>.&#8221;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h33_19.png\"><img loading=\"lazy\" decoding=\"async\" width=\"603\" height=\"366\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h33_19.png\" alt=\"\" class=\"wp-image-10265\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h33_19.png 603w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h33_19-300x182.png 300w\" sizes=\"auto, (max-width: 603px) 100vw, 603px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Select whatever account number you want to change.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h34_25.png\"><img loading=\"lazy\" decoding=\"async\" width=\"517\" height=\"405\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h34_25.png\" alt=\"\" class=\"wp-image-10266\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h34_25.png 517w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h34_25-300x235.png 300w\" sizes=\"auto, (max-width: 517px) 100vw, 517px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Enter whatever number you want to use (ex. 101).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h35_12.png\"><img loading=\"lazy\" decoding=\"async\" width=\"692\" height=\"512\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h35_12.png\" alt=\"\" class=\"wp-image-10267\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h35_12.png 692w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_14h35_12-300x222.png 300w\" sizes=\"auto, (max-width: 692px) 100vw, 692px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Importing IIF Files Into QuickBooks Desktop<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In QuickBooks, click on &#8220;<strong>File<\/strong>,&#8221; <strong>Utilities<\/strong>,&#8221; &#8220;<strong>Import<\/strong>,&#8221; and &#8220;<strong>IIF Files<\/strong>.&#8221; <\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h39_55.png\"><img loading=\"lazy\" decoding=\"async\" width=\"958\" height=\"559\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h39_55.png\" alt=\"\" class=\"wp-image-10242\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h39_55.png 958w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h39_55-300x175.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h39_55-768x448.png 768w\" sizes=\"auto, (max-width: 958px) 100vw, 958px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Click &#8220;<strong>Import it for me, I&#8217;ll fix it later<\/strong>.&#8221;<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h40_27.png\"><img loading=\"lazy\" decoding=\"async\" width=\"438\" height=\"322\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h40_27.png\" alt=\"\" class=\"wp-image-10243\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h40_27.png 438w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h40_27-300x221.png 300w\" sizes=\"auto, (max-width: 438px) 100vw, 438px\" \/><\/a><figcaption class=\"wp-element-caption\">Click &#8220;<strong>Import IIF<\/strong>.&#8221;<\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h40_51.png\"><img loading=\"lazy\" decoding=\"async\" width=\"443\" height=\"158\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h40_51.png\" alt=\"\" class=\"wp-image-10246\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h40_51.png 443w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h40_51-300x107.png 300w\" sizes=\"auto, (max-width: 443px) 100vw, 443px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"> Locate the file. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h41_14.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"569\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h41_14-1024x569.png\" alt=\"\" class=\"wp-image-10244\" style=\"width:708px;height:393px\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h41_14-1024x569.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h41_14-300x167.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h41_14-768x427.png 768w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/12\/2021-12-23_09h41_14.png 1058w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"importing-and-exporting-files\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This article contains tips and examples for using QuickBooks Desktop to import sales summary transactions from Artisan POS. Creating Accounts in QuickBooks Desktop To create accounts in QuickBooks, you&#8217;ll need to open your &#8220;Chart of Accounts.&#8221; Click on &#8220;Lists&#8221; and &#8220;Chart of Accounts.&#8221; Click &#8220;Add New Account.&#8221; Your account type&#8230;<\/p>\n","protected":false},"author":7,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[410],"ht-kb-tag":[424],"class_list":["post-23197","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-external-accounting","ht_kb_tag-quickbooks"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/23197","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=23197"}],"version-history":[{"count":6,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/23197\/revisions"}],"predecessor-version":[{"id":23334,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/23197\/revisions\/23334"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=23197"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=23197"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=23197"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}