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Books your bookkeeper can import

Three files — customers, invoices and transactions — in the shape QuickBooks Online imports, for any period, in the order it has to receive them.

Export customers, invoices and transactions for a chosen period as CSV files that QuickBooks Online imports without retyping. The page presents them in import order and says which two take a period; the invoice totals reconcile to what the product says was billed. An export, not a live connection: your bookkeeper gets files, and nothing in SMG Tools changes. On every plan.

Where to find it Start free