User Manual

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Chapter 7 Exporting, Reporting & Printing
7
Exporting, Reporting & Printing
Connecting Your QuickBooks Company File to Neat 5
If you are exporting to a QuickBooks account for the very first time, you will need to facilitate the
connection between your QuickBooks Company File and Neat 5 by configuring it to grant access
to Neat.
1. Launch QuickBooks and open the Company File you want to configure for export.
2. In Neat, follow the exporting instructions found earlier. When you get to Step 6, toggle
over to QuickBooks. The QuickBooks Application Certificate dialog box is open.
Quic kBooks Applic at ion Certific ate
3. Under the heading Do you want to allow this application to read and modify the
company file? Click in the Yes, always; allow access even if QuickBooks is not running
button.