Export Data To Quick Books

ATTENTION: Depending on the size of your database your initial export to Quick Books may take up to several hours to complete. We suggest doing this initial export when you do not need access to other sections of the program.

To export your data to Quick Books:

1. Open Quick Books and load the company you want to export your data to. You must have the appropriate company setup before you begin the export! See Quick Books Setup for details.

2.  Display the Income & Expenses window as outlined in About Income and Expenses.

3. From the Menu Bar select SETUP/QUICK BOOKS EXPORT. The Export Window will appear.
    

4. Click on "CLICK HERE TO SET QB PATH". The file selection box will appear. Navigate to the correct company file, highlight it and click the OPEN button. This will set the path to the Quick Books data file.

5. Click EXPORT.

• The program will run Validate to insure that there are no errors in your accounting section. If any errors are found these must be corrected before the export will run. See Quick Books Export Errors for details on what errors in this report mean and how to correct them.

• After validate completes successfully the program will create the output file.

• Once the output file is created the program will export the data to Quick Books. If any errors occur during the export these will be reported at the end of the export.

You will be notified when the export completes. If any errors occurred the Report Writer will open and display the errors report.

You can view everything in the last export file by clicking REPORTS/LAST EXPORT on the Quick Books Export Screen.