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Import Invoices and Payments from ShootQ*

Overview

This tutorial will show you how to export your ShootQ invoices and payments and to 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. Open and login to StudioCloud
  2. Go to the Point of Sale component
  3. Click the Invoices button
  4. Click the Options button and highlight the Import Options option
  5. Click the Import Invoices From ShootQ CSV option
  6. Click the Import Options button and select the Import from ShootQ CSV File option
  7. Click the OK button
  8. Find and select the invoice file that you exported from ShootQ
  9. Find and select the payment file that you exported from ShootQ
  10. Click the Save button