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How to export jobs from QuickBooks

You'll get a XLSX file you can drop straight into the free audit.

  1. 1Go to Reports → Standard reports.
  2. 2Search for and open Sales by Customer Detail, set the date to the last 30 days.
  3. 3Select the Export/Print ▼ dropdown, then Export to Excel.
  4. 4Save the file to your Downloads folder or desktop.
Upload it for a free audit →