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How to download your Quickbooks client CSV
How to download your Quickbooks client CSV

Get your client breakdown for Quickbooks

A
Written by Alex Millar
Updated over a week ago

To set up Rechargly for the first time using Quickbooks, you will need to access your latest invoice and CSV. To access this, follow the steps below:

  1. Login to your Quickbooks Accountant account

  2. Go to 'Subscription and Billing'

  3. Go to the 'Billing Details'

  4. Review the payment history

  5. Choose the dropdown and choose 'Export to CSV'

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