Buyer: Quickbooks
QuickBooks is a financial system. Below are the steps to generate a CSV file that can be uploaded into QuickBooks.
Begin by clicking "Settings" then "Quickbook Exports" on the left-hand side menu.
![](https://ic.autopilotapp.com/kb/184/ZG9tZWRpYTE/ws_u/AGWDJilhDnO21Kin.jpg)
Under export type, select 'Contracts' or 'Client Authorization'
![](https://ic.autopilotapp.com/kb/2650/ZG9tZWRpYTE/eG70/AGWDJmphDnO21Kqp.jpg)
When exporting Contract Quickbooks, double-click on the desired contracts listed under 'Available' to move them to the 'Selected' section.
![](https://ic.autopilotapp.com/kb/2640/ZG9tZWRpYTE/uBfj/AGWDJ2FUSXrhZy4t.jpg)
When exporting Client Authorization Quickbooks, Use the dropdown menu to select your client authorization. Then, double-click on the desired contracts under 'Available' to move them to 'Selected.'
![](https://ic.autopilotapp.com/kb/2640/ZG9tZWRpYTE/7Chc/AGWDKAJhDnO21Kyr.jpg)
Once you have made your selections, click 'Export'. A CSV file will be generated, which can be uploaded into QuickBooks.
![](https://ic.autopilotapp.com/kb/2878/ZG9tZWRpYTE/OMsq/AGWDKTVUSXrhZzAv.jpg)