To use the QuickBooks Online file upload feature, first run the following reports in QuickBooks Online:
- Account List
- Vendor Contact List
- Customer Contact List
- General Ledger, adding these columns: A/P Paid, A/R Paid, Account, Clr, Create Date, Created By, Last Modified, Last Modified By
Then follow the prompts when creating a New Report, select which version of QuickBooks the files are from, and upload them to Scrutinize. If you have issues, check the error message in the app or reach out to our support team by email.