Select Items to Import from QuickBooks Desktop

Financial Exchange Overview | Customize Financial Exchange | FAQs  

 

You can import all or just selected items from your QuickBooks Desktop financial software.

Why would I import only selected items?

To select specific items to import:

  1. Answer Yes when asked if you want to import selected items.

  2. In the Select Items to Import dialog, make sure the check box in the Import column is selected for all items you want to import and cleared (not checked) for all items you do not want to import.

  1. Select OK when finished to begin item import.

 

Import QuickBooks Desktop items

Review imported records