How To export ClickFunnels information to QuickBooks

To export your order information from ClickFunnels for import into QuickBooks, you can use the following steps:

  1. Log in to your ClickFunnels account and navigate to the “Orders” page.
  2. Select the orders that you want to export. You can select all orders by clicking the “Select All” button or select specific orders by clicking on them.
  3. Click the “Export” button and choose the “QuickBooks” option from the drop-down menu.
  4. A CSV file containing your order information will be generated and downloaded to your computer.
  5. In QuickBooks, navigate to the “File” menu and select “Utilities” and then “Import.”
  6. Choose the “CSV” option, then select the file you just downloaded.
  7. Follow the prompts to map the fields in the CSV file to the appropriate fields in QuickBooks.
  8. Once the import is complete, your order information will be reflected in QuickBooks.

Please note that these instructions may vary depending on the version of QuickBooks you are using. It’s also worth noting that there are third-party apps that integrate with ClickFunnels and QuickBooks to make the import process even easier.

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