Exporting your Chart of Accounts and Terms from Quickbooks Desktop

In order to utilize the Accounting Integration in cieTrade.net, you must first establish a list of accounts that will allow the integration to map to your accounting system. It is important to note that GL Account Numbers must be enabled in your accounting system in order to map these accounts to cieTrade. If this is not already set, you can find a helpguide to enable account numbers here.

To Export your Chart of Accounts:

1. Go to Reports > List > Account Listing

2. Once the Report opens, go to Excel > Create New Worksheet

To Export your Payment Terms:

1. Go to Reports > List > Terms Listing

2. Once the Report opens, go to Excel > Create New Worksheet

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.