Univex NeatScan, NeatReceipts If you chose QuickBooks iif, Running Folder Reports, Click Continue

If you chose QuickBooks (iif):

1.The Export Setup screen displays:

2.Complete the Debt Account and Credit Account fields.

3.Click the appropriate radio dial (Receipt Vendor or User Name).

4.Click Continue.

5.Navigate to the desired location on your computer, type a name for the file,

and then click on Save. The exported file will be saved with the appropriate extension.

Running Folder Reports

You can run folder reports whenever you want to see your information organized to highlight certain relationships. For example, the Reports > Folder Reports submenu offers a variety of summary reports you can run: Spending by Location, Project, Purpose, Period End, and Client (Business & Personal view only). Reports are run on all folders in the database. Use the options in the Reporting Wizard to narrow the focus of the report by Folder Type and Period End date.

You will find the following topics addressed in this section:

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