How to Export From Quickbooks™ Desktop and Import Into Manage My Nest™

How to Export From Quickbooks™ Desktop

1. Download the Manage My Nest™ - Quickbooks™ Desktop Exporter.
2. Follow the instructions in the Exporter to export your data to the folder you choose.
   
   

How to Import Into Manage My Nest™

1. Log into your Manage My Nest portal, and Navigate to Management → Accounting.
2. Click Choose File and select the file created by the Exporter or another file you want to upload.
3. For Content: select Combination.
4. For Platform: select Quickbooks™ Desktop.
5. For Type: select All Transactions.
6. Click Import. 

You can easily monitor the progress of your imports by clicking Check Status on the same page. Once the import is complete, you can view a recap of the import by clicking Review Accounting Data.