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Export Data From Flourish To QuickBooks Desktop
Export the data from Flourish Software to QuickBooks Desktop in a few simple steps: Find the report you need. Set the filters (if applicable) and display the data. Export the data as a CSV file. Impo…
Export the data from Flourish Software to QuickBooks Desktop in a few simple steps:
- Find the report you need.
- Set the filters (if applicable) and display the data.
- Export the data as a CSV file.
- Import the data to QuickBooks Desktop using Transaction Pro.
Reports and data
Access
You must have access to Company Analytics and Export and Share. Learn how to set the access level.
- Go to Analytics.
- Select Company Admin
- Select Integrations
- Select the appropriate QuickBooks Desktop report for the data you are looking for in the list below:
The name of the report | The data in the report |
Customer Import | Customers data |
Vendor Import | Vendors data |
Purchase Order Import | Company Purchase Orders and Lines |
Bill Import | Company Purchase Orders and Lines |
Invoice Import | Company Outbound Orders with Allocation Details |
Received Payments (Non-Retail) | QBD Received Payments (Non-Retail) |
Sales Receipts (Retail) | QBD Sales Receipts (Retail Orders) |
Export Steps
Please follow the steps in Flourish Analytics - Export Data
How did we do?
Managing Chart of Accounts View - QuickBooks Online
Apply unapplied cash to customer orders