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Management

Export accounting records

Prepare files for your accountant or a supported QuickBooks import.

Step by step

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1Open the accounting workspace from your dashboard’s financial tools.
2Select the appropriate book, period and export format. Review the records included.
3For QuickBooks, choose its supported export option and check account names and mappings against your destination company.
4Download and inspect the file before importing it. Keep the export period recorded to avoid importing transactions twice.

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