How to export transactions to QuickBooks

1. Before exporting to QuickBooks, make sure the transactions you plan to export are correctly updated:

• Each transaction has a value for the ‘QuickBooks Tax Rate’ and ‘QuickBooks Category’ lists (if the transaction includes lines, you'll need to set a value for each line).
• If the attachment policy was set to mandatory, each transaction should include at least one receipt.
• If your administrator enabled additional mandatory QuickBooks lists, each transaction must have a value [see "How do I make a list mandatory in Soldo"]. You can only export settled transactions.

2. Select Reports on the left and click on QuickBooks.
3. There are three ways to export transactions:

• Export all transactions in view - Click the Export to QuickBooks Online button on the right.
• Export selected transactions - On the left, select all the transactions you want to export, then press the Export selected to QuickBooks Online button.
• Export a specific transaction - Choose the transaction you would like to export and click the Export button in the transaction details panel that opens on the right.

Transactions with metadata not yet exported will remain in the To Export tab, and those successfully exported to QuickBooks will move to the Exported tab.