Exporting to QuickBooks

You can quickly export multiple types of receipts into multiple accounts in one simple step. These exports appear in your Quick Books ‘Bills’ section. NeatWorks makes it quick and easy to connect ‘Category’ and “Payment’ type to your QuickBooks Chart of Accounts.

Note for Vista users only: In order to use QuickBooks 2007 with Windows Vista, you must have the latest QuickBooks updates installed.

Note for Windows XP users running QuickBooks 2007 only: In order to export to QuickBooks 2007 with Windows XP Basic, you must first visit the Intuit website and follow the instructions in this article.

To export to QuickBooks, do the following:

1.Be sure that every receipt has a valid Transaction Date, a Vendor Name, and a non-negative account.

2.Open the Receipts Organizer and select the folder, folders or selected receipts you want to export.

3.From the Toolbar, click Export and choose the desired export format.

Choose QuickBooks (Direct)if the QuickBooks program is already running on your computer.

Choose QuickBooks (iif) if the QuickBooks program is not already running on your computer.

4.The Confirm Your Selection screen displays:

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Univex NeatReceipts, NeatScan, NeatDesk manual Exporting to QuickBooks