How to: Export to QuickBooks (Citrix)

Step 1: From the Company drop down menu, click QUICKBOOK EXPORT.

Step 2: Select FOR CURRENT PROJECT or FOR COMPANY.

Step 3: Select the transaction type(s) you would like to export or leave blank for all.  Also select account, vendor, employee and customer if this is a brand new QuickBooks file with no Chart of Accounts.

Step 4: Enter Effective Dates or leave blank for all.

Step 5: Click PROCEED and save the file to your desktop (Computer>Local Disk (C: on your computer name)>Users>Your Name>Desktop).

Step 6: Open QuickBooks.  Click FILE then click IMPORT.  Select the .iif File and follow the directions.

NOTE: If you would like to review the file before importing, you can open the file from within Excel.