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How to Import Invoices From QuickBooks Desktop
OverviewThis tutorial explains how to export invoices from QuickBooks Desktop and import them into StudioCloud Option 1: How to Export Invoices From QuickBooks Desktop- Go to Customers Menu
- Select Customer Center
- Click Run Reports at the bottom of the list of invoices
- Run the Transaction List By Customer Report
Option 2: How to Export Invoices From QuickBooks Desktop- Go to the Reports tab & choose Sales, & Sales by Customer Detail.
- That opens a report. From there you can filter the specific customer/s that you need along with specific dates. You will want to choose date ranges such as a specific week, quarter, or year.
- For the date range: directly above the report is a row with date options. Choose what is appropriate for your needs.
- You can customize the report by selecting various filters.
- Click on Customize Report & a screen will pop-up to Modify the Report.
- On that screen choose the Filters tab.
- For a specific customer/s: Choose Name in the left column, & then choose either one customer name in the next column or select the Multiple Names option.
- That will modify the Sales by Customer Detail report for the specified customer/s.
- Click the Excel button to export it into an Excel spreadsheet. You will have the option to export the information into a new worksheet or update an existing one.
How to Import Invoices From a CSV Into StudioCloudNote: You will need to customize the excel file to import it correctly into StudioCloud Click here for a tutorial on how to import invoices from a csv file into StudioCloud
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