Skip to main content
Table of Contents

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…

NIr Malchy
Updated by NIr Malchy

Export the data from Flourish Software to QuickBooks Desktop in a few simple steps:

  1. Find the report you need.
  2. Set the filters (if applicable) and display the data.
  3. Export the data as a CSV file.
  4. 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.
  1. Go to Analytics.
  2. Select Company Admin
  3. Select Integrations
  4. 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?

Seed Technology Integration

CYBRA MarkMagic® Integration Setup

Contact