This guide explains the relationship between Parting Pro and QuickBooks, and why your Finance Export provides everything your accountant needs to record revenue accurately. No accounting background needed.
Why there are two systems
Parting Pro is your arrangement and invoicing system. It is where:
Families complete arrangements
Services and merchandise are selected
Payments are recorded (credit card, cash, or check)
Refunds are issued if needed
QuickBooks is your financial reporting system. It is used to:
Record revenue in your business books
Reconcile deposits to the bank
Track credit card fees as expenses
Generate financial reports such as your Profit & Loss
These systems do not need to contain the same level of detail to work correctly.
What your Finance Export provides
Your Finance Export includes everything your accountant needs to record revenue:
Total amounts billed
How families paid (credit card, cash, or check)
Credit card processing fees deducted
Net amounts deposited into your bank
Any refunds issued
Revenue grouped by service or merchandise categories
This is the same type of export accountants work with for other platforms like Stripe, Square, Shopify, dental and legal billing systems, and many hospice or EMR platforms.
Your accounting options
There is more than one correct way to record revenue from Parting Pro in QuickBooks. Your accountant can choose the method that fits your business.
Option | Description | Best for |
Monthly summary entry (most common) | Accountant records monthly totals from the Finance Export | Simple, clean bookkeeping with no duplicate entry |
Import invoices into QuickBooks | Accountant imports invoice-level detail using their preferred import tool | Teams who want invoices stored directly in QuickBooks |
Use Parting Pro for invoicing and QuickBooks only for reporting | Parting Pro holds invoice history, QuickBooks holds revenue totals | Avoiding manual re-entry of invoices |
All of these are valid. The choice depends on how you prefer to view your financial reports.
Why most funeral homes do not re-enter each invoice in QuickBooks
Parting Pro already stores all invoice details, product selections, and payment records.
QuickBooks does not need those details to produce accurate financial statements.
What QuickBooks needs are:
Revenue totals
Deposit totals
Credit card fee totals
Refund amounts
This is why most funeral homes record revenue using a single monthly summary entry based on the Finance Export.
It is efficient, accurate, and eliminates duplicate work.
This is standard practice in service businesses.
If you prefer every invoice to appear in QuickBooks
This is also possible.
In this case, your accountant may import the Finance Export using a tool such as:
SaasAnt
Transaction Pro
QuickBooks CSV import
To do this, your accountant will map the items in your Parting Pro Products & Services list to the correct income and liability accounts in your Chart of Accounts. This setup is specific to your bookkeeping structure, which is why it is led by the accountant, not by Parting Pro.
A note about cash and check payments
To keep reporting complete, record cash and check payments in Parting Pro.
This ensures the Finance Export reflects all revenue for the month, not only credit card transactions.
Summary
Parting Pro provides the full financial record of online arrangements
The Finance Export gives your accountant everything needed to record revenue
Most funeral homes use a simple monthly summary entry in QuickBooks
Invoice-level import is optional and accountant-led if you prefer that approach
No duplicate entry is required when Parting Pro is used for invoicing and QuickBooks is used for reporting
Your accountant will help choose the method that best fits your bookkeeping style.