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.

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