====== Exporting To Quickbooks Online For The First Time ======

~~CONTEXTID:717~~

~~OLDHREF:qbonlinefirsttime.html~~

  - Navigate to https://quickbooks.intuit.com or do a google search for quickbooks to get to their main website. \\ {{libertyreact:lib:newitem1208.png|NewItem1208.png}}
  - Click the **Sign In** button. \\ {{libertyreact:lib:newitem1207.png|NewItem1207.png}}
  - Type in your User ID/Email and your password to log into your **Quickbooks Online** account, then click the **Sign In** button. \\ {{libertyreact:lib:newitem1206.png|NewItem1206.png}}
  - Click the **Cog** symbol over on the top right of the page, then click on the **Account and Settings** menu option. \\ {{libertyreact:lib:newitem1205.png|NewItem1205.png}}
  - Click on the **Advanced** menu option to the left then click on **Enable account numbers**. \\ {{libertyreact:lib:newitem1204.png|NewItem1204.png}}
  - Click to checkmark the box next to **Enable account numbers**, you can also checkmark the box next to **Show account numbers** but it is not required for the **Quickbooks** Link to sync properly. \\ Click the **Save** button, then click the X button to close out of the settings window. \\ {{libertyreact:lib:newitem1203.jpg|NewItem1203.jpg}}
  - Open the **Liberty REACT Inventory Module** and then click on the **QB Link** icon. \\ {{libertyreact:lib:newitem1202.png|NewItem1202.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:newitem1201.png|NewItem1201.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:newitem1200.png|NewItem1200.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:newitem1199.png|NewItem1199.png}}
  - Click the **Export** button. \\ {{libertyreact:lib:newitem1198.png|NewItem1198.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:newitem1197.png|NewItem1197.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:newitem1196.png|NewItem1196.png}}
  - Select the date of the **Day** you wish to export from and then click the **OK** button. \\ {{libertyreact:lib:newitem1195.png|NewItem1195.png}}
  - Confirm that the date is correct on the following prompt and then click the **Yes** button. \\ {{libertyreact:lib:newitem1194.png|NewItem1194.png}}
  - The **Liberty Quickbooks Link** will now sync to your company file on **Quickbooks Online** from the date you selected prior. \\ {{libertyreact:lib:newitem1193.png|NewItem1193.png}}
  - If you receive a message stating **Current Quickbooks Online edition not supported. Quickbooks Online Plus edition is required**, you must upgrade your **Quickbooks Online** edition to **Plus** and then **Export** again. \\ {{libertyreact:lib:newitem1192.png|NewItem1192.png}}
  - When you see **The sync has been completed successfully**, this means that the export is finished. \\ {{libertyreact:lib:newitem1191.png|NewItem1191.png}} \\ Note: If you see a message stating that there was an error during the export, please visit our Troubleshooting **Quickbooks** article.
  - You can then click on the **Accounting** menu option in your **Quickbooks Online** account to see the exported accounting data. \\ {{libertyreact:lib:newitem1190.png|NewItem1190.png}}
==== Next Article In Section ====

Click the following link to move to the next article in this section: \\ [[:quickbookslink:qbonline:subqbonline|How To Initiate Subsequent Syncs To Quickbooks Online]]

==== Related Topics ====

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