Export from QuickBooks to Konvver

Export from QuickBooks to Konvver

• After making adjustments in QuickBooks,
• Go to the Reports tab
• Select Accountant and Taxes
• Select Transaction list by date
• Click the 'Customize Report' button
• In the date section, select the exact time range for the report
• Check the boxes: date, amount, and memo.
• Click OK.
• The report will display on the screen
• Next, click Excel, choose the Create New Worksheet option.
• Save the file in an easy-to-remember location.
• Go to Konvver.com, log in, create a new business
• Complete the Template for Other Banks using the information extracted from the file downloaded in the previous step.
• Once the information has been uploaded, the platform will process the data to generate a business overview, then proceed with transaction reclassification.