Upload Projects from QuickBooks Desktop file

Steps to take to export projects out of QuickBooks Desktop and upload them to Workyard

Alex avatar
Written by Alex
Updated over a week ago

Overview

Follow the steps below to export projects out of QuickBooks and upload them to Workyard.

Step 1

Navigate to Reports --> Lists --> Customer Contact List

Step 2

Select Excel --> Create New Worksheet and export to CSV

Step 3

Upload the CSV to Workyard

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