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Quickbooks Import

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  • Ayelette

    Hi David,

    Our Invoices report includes Invoice No., Client Name, Invoice Date, and Item Amount.

    I recommend going to Reports > Invoices > updating the date range and filters as needed > clicking CSV to export this report into a CSV file. You may then customize the column headings and add a Due Date column if needed.

    To learn more about our reports, feel free to check out this Help Center guide: Reports: Analytics for your private practice.

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