====== Exporting To Quickbooks Desktop Software For The First Time ======

~~CONTEXTID:713~~

~~OLDHREF:qdfirsttime.html~~

  - Open **Intuit Quickbooks** and make sure that the **Company File** you are syncing to is open. \\ {{libertyreact:lib:newitem1180.png|NewItem1180.png}}
  - You can verify the **Company File** that is open by looking at the top left corner of the **Intuit Quickbooks** application. \\ {{libertyreact:lib:newitem1179.png|NewItem1179.png}}
  - Open the **Liberty REACT Inventory Module** and then click on the **QB Link** icon. \\ {{libertyreact:lib:newitem1178.png|NewItem1178.png}}
  - If you see any **Red** entries, they will need to be corrected first. \\ Click once on the **Red** entry and then click the **Edit** button. \\ {{libertyreact:lib:newitem1177.png|NewItem1177.png}}
  - Type in the **G/L Account** name you would like Liberty to create or sync into if **Quickbooks** has the account already created. \\ {{libertyreact:lib:newitem1176.png|NewItem1176.png}} \\ Note: To export into sub-accounts, simply use the colon (:) symbol between two accounts Example Bank of America:Check
  - Scroll down until you get to the bottom and make sure there are no more **Red** entries missing required information. \\ {{libertyreact:lib:newitem1175.png|NewItem1175.png}}
  - Click the **Export** button. \\ {{libertyreact:lib:newitem1174.png|NewItem1174.png}}
  - You will now be prompted for the start date you wish Liberty to export from. \\ Click the **Month Year** option at the top to quickly flip through the past years. \\ {{libertyreact:lib:newitem1173.png|NewItem1173.png}}
  - You can use the left or right arrows to move backwards or forwards between the different years. \\ Once you have found the year you wish to export from, select the **Month** you want to start the export sync from. \\ {{libertyreact:lib:newitem1172.png|NewItem1172.png}}
  - Select the date of the **Day** you wish to export from and then click the **OK** button. \\ {{libertyreact:lib:newitem1171.png|NewItem1171.png}}
  - Confirm that the date is correct on the following prompt and then click the **Yes** button. \\ {{libertyreact:lib:newitem1170.png|NewItem1170.png}}
  - We now must give **Liberty REACT** permission to export to **Intuit Quickbooks** without having the **Quickbooks** program open in the future.  You can use any of the other options if you wish, just keep in mind you will have to have **Intuit Quickbooks** open if you do. \\ Click **Yes; allow access even if Quickbooks is not running**, then click the **Continue** button. \\ {{libertyreact:lib:newitem1169.png|NewItem1169.png}}
  - When prompted **Are you sure you want to allow access**?, click the **Yes** button. \\ {{libertyreact:lib:newitem1168.png|NewItem1168.png}}
  - Click the **Done** button. \\ {{libertyreact:lib:newitem1167.png|NewItem1167.png}}
  - The **Liberty Quickbooks Link** will now sync to your company file from the date you selected prior. \\ {{libertyreact:lib:newitem1166.png|NewItem1166.png}}
  - When you see **The sync has been completed successfully**, this means that the export is finished. \\ {{libertyreact:lib:newitem1165.png|NewItem1165.png}}

Note: If you see a message stating that there was an error during the export, please visit our Troubleshooting **Quickbooks** article.
==== Next Article In Section ====

Click the following link to move to the next article in this section: \\ [[:quickbookslink:qbdesktop:subqbdesktop|How To Initiate Subsequent Syncs To Quickbooks Desktop Software]]

==== Related Topics ====

[[quickbookslink:qbdesktop:qdfirsttime]]
[[quickbookslink:qbdesktop:qbdesktopoverview]]
[[quickbookslink:qbdesktop:companyfilesettings]]
[[quickbookslink:qbdesktop:qbcompanyfile]]
[[quickbookslink:qbdesktop:subqbdesktop]]
[[quickbookslink:newtopic17:qbdesktopvid]]
[[quickbookslink:newtopic17:qbonlinevid]]
[[quickbookslink:newtopic17:qbtransactionsvid]]
[[quickbookslink:newtopic17:subaccountsvid]]
[[quickbookslink:qbonline:qbonlinefirsttime]]
[[quickbookslink:qbonline:qbonlineoverview]]