How to financials: Difference between revisions
From Pumping Station One
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* Verify that the month you want to import has not already been imported. Reimporting transaction data makes a quick mess in quickbooks. | * Verify that the month you want to import has not already been imported. Reimporting transaction data makes a quick mess in quickbooks. | ||
* Export a single entire completed month only. | * Export a single entire completed month only. | ||
* Log into quickbooks at [https://qbo.intuit.com/app/homepage] | * Log into quickbooks at [https://qbo.intuit.com/app/homepage] | ||
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* Select File Upload | * Select File Upload | ||
* Upload the QBO file you downloaded from the pex site. | * Upload the QBO file you downloaded from the pex site. | ||
== Categorizing PayPal == | == Categorizing PayPal == | ||
