Outgoing Metrials

Instructions:
  • Export memorized Quickbooks report: Sales by Customer Detail for Export
  • Save Excel File as a Tab Delimited File in a directory on your PC
  • Click on Browse and locate the saved file on your PC
  • Choose the month of the report (must be in date range of export)
  • Choose the date of the report (must be a valid date for selected month)
  • Choose the year of the report
  • Click on Summary to generate report