Admin Level - Financial Admin Full Access

Here is the TeamUnify QuickBooks Integration Quick Start Guide. You can also access this guide in the QuickBooks module.

  1. Chameleon users: In the side menu click Billing Admin > QuickBooks Import.
  2. New CMS users: In the side menu click Business Tools > Export for QuickBooks.

If you do not see this then please contact Support and let us know you want to activate it.

Note: This is only available if your billing system is active. Use the same procedure above to contact us if you want to activate your billing system.

See Also
Importing IIF video tutorial
When does the QuickBooks IIF file generate?