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Knowledge Base - Help Center

How to Import Data from Quickbooks Online using the web?

1. After adding a company and integraiting with MYOB, click on Make A Scenario button on the upper left.
2. The Import Data window will appear.
3. Name your sceanario and select your prefered currency.
4. Set your Cash Threshold (default is set to 0) then Specify your Start Date and End Date.
5. Click the corresponding toggle button to Include Invoices and Bills.
6. Click Import Import Now. Note: Make sure to allow pop-ups in your browser for this.