KSM – Inflo Ingestion Guide

1. Open QuickBooks Online and select ‘Reports’ along the left options list
2. Under the ‘For my accountant’ section click on the vertical dots and select ‘Customize’.
    
   
   
   
3. In the window that appears set the ‘Report Period’ to the first and last days of the period being reviewed.
    
   
   
   
4. In the columns section, check Last Modified and Last Modified By options.
5. Select ‘Run report’ to update the G/L.
    
   
   
   
6. Click on the export icon.
7. Select ‘Export to Excel.
    
   
   
   
8. The file will export to your Downloads were you can grab it to submit for Inflo.