Importing Financial Data from QuickBooks
The key is to generate standard reports in QuickBooks (Profit and Loss Statement, and Balance Sheet), and then export the reports to CSV files. With older versions of QuickBooks, the Export CSV may not be an option. You can “print” the report to a “Tab-delimited” text file instead.
When loading history for the first time, you want to export all the relevant months in one fell swoop.
After you create the export files, you go through a one time mapping process to map the line items from the financial statements to the common chart of accounts in SurvivalWare. (In most cases, your regional manager will have already done the initial mapping for you).
Creating the Export Files - basic
QuickBooks
Profit & Loss (income statement)
Older versions of QuickBooks without
the Export to CSV feature
How much data to export each month