Export invoices to accounting software

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Export invoices to accounting software

If you have connected an accounting software with Tekla EPM, you can export any invoices created in the Order Entry module to the accounting software. By exporting the invoices to your accounting software, you can make sure that all invoices are found in the same location. Invoices can be exported to either QuickBooks, Timberline, or Peachtree.

  1. On the left side of the Order Entry dialog box, click Invoices.
    The Order Entry dialog box only shows the existing invoices.
  2. If you only want to export certain invoices, select them in the Order Entry dialog box.
  3. Click the Order Entry ribbon tab.
  4. On the menu, select Export, and select a suitable export option.
    You can export either all invoices visible in the Order Entry dialog box or the invoices that you have selected.
  5. If you are exporting the invoices to Timberline or Peachtree, enter the necessary details.
    For example, you may need to define the job name or the date format.
  6. Click Export.
The invoices are exported to the selected accounting software.
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