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How to Export to QuickBooks

The Uniform Solution + Accounting Software Integration

 

  1.   Go to reporting in The Uniform Solution and select desired report.
  2. Select the date ranges and options for what data you want to export > export report into a CSV
  3.  From there you can follow the instructions below or others you may find online on how to import the CSV into QuickBooks
    1. Import into Quickbooks Desktop
    2. Import into Quickbooks Cloud/Browser

 

Updated on April 2, 2025

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