- Click on Reports, Financial, Financial Transactions
- Choose the appropriate Receivables query to run, or run a custom query
- Above/right of the resulting table, click on Export To Quick Books
3a. FIRST RUN ONLY: Click on "Download Remote Connect", follow the download instructions
3b. SUBSEQUENT RUNs, ensure that the Remote Connect is running - Review the "Export to QuickBooks Link" Column, ensuring the proper items are checked and repeat items are not checked (items with time/date stamps have already been downloaded)
- Click on Export Selected Transactions
- Quickbooks should take it from here!
Notes
- This does not support Online Quickbooks
- Each transaction takes about 2-3 seconds to download, do not click Export more than one time - this may cause DUPLICATE transactions to download
- Do a trial export to a EMPTY company file to review the results, before running live
- We suggest limiting the number of transactions downloaded to 100 at a time
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