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August 2024
Data Export: Revenue Accounting (QB Desktop)
Instructions for Revenue Accounting (QB Desktop) export:
- Navigate to https://docyt.com/
- To start, click the 'Sign In' button and log in to your Docyt account.
- To access the settings, click the gear icon in the top right corner.
- Click on the option labeled 'Data Export'.
- To add a new export, click the blue plus sign in the top right corner.
- Fill in the following information:
- Select 'Revenue Accounting (QB Desktop)' from the 'Export Type' drop-down.
- Please select whether or not you want to include bank deposits in the export.
- Select the Business.
- Add the date range for the export.
- Click the 'Export Data' button.
- Click on the three dots to the right of the export name and select 'Download'.
- Follow these instructions to import the file into QuickBooks Desktop: How to Import IIFs into QuickBooks Desktop