This article is meant for accountants and bookkeeping professionals.
Most funeral homes do not need to import this data. They simply share the Finance Export with their accountant each month.
🌿 What the Finance Export Provides
The export includes:
What was billed (Invoices)
What was paid (Received Payments)
Refunds (Credits and Refunds)
Revenue categories (Products and Services)
Customer data (Customers)
This is everything needed to record revenue in QuickBooks or any accounting system.
💼 If You Choose to Import
Some accountants prefer to import data using tools such as:
• SaasAnt
• Transaction Pro
• Native QuickBooks CSV import
To add any of these apps to your QuickBooks online, head to your apps page:
➡️ Go there now
This is an optional workflow used by accounting professionals who are already familiar with import mapping and chart of accounts structure.
🎯 Important
Parting Pro does not provide training or support for QuickBooks imports or third-party tools.
If you choose to import:
The accountant should lead the process
They will determine how to map items based on your chart of accounts
The Finance Export provides clean, well-structured data to support that process
🧠 In Short
If you have an accountant:
Send them the export
They will record revenue based on your accounting practices
If you have an internal bookkeeper who already imports:
They can use the tool they prefer
No changes needed in Parting Pro
No one needs to learn a new tool.
💬 Recommendation
If you are unsure whether to import:
Send the Finance Export directly to your accountant.
They will know what to do with it.