Inflo - Ingestion Guide - QuickBooks Desktop KSM – Inflo Ingestion Guide QuickBooks 5/1/2024 Open QuickBooks and select ‘Reports’ from the top menu. Select ‘Accountant & Taxes’ and then ‘General Ledger’. Click on ‘Customize’ Set the ‘Dates’ to the first and last days of the period being reviewed. In the columns section, check Trans #, Entered/Last Modified, and Last Modified By options. Click OK Select the ‘Excel’ dropdown. Select ‘Create New Worksheet’. Select ‘Create new worksheet’. Click export and save the file as ‘InfloGeneralLedger.xslx’.
