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Importing from QuickBooks® Tutorial

In this tutorial you will learn how to:
  • Import your company data directly from QuickBooks® into numberGo Publisher
  • Create a Report and View.
  • Add an annotation describing the View
  • Chart your data

You will need to have the numberGo Publisher and QPlugin installed. If you do not already have them, you can download a free trial of the QPlugin and a free copy of the numberGo Publisher from here.

To start with, you will need to select a company file to import from. If you already have QuickBooks® open, make sure the company file you want to import from is the current file. If not, close the current file and open the company file you would like to import from.


If you do not have QuickBooks® open, you will be able to select the company file from within numberGo Publisher.

Open numberGo Publisher and click File, Import Data.
Select QuickBooks Plugin Import from the list of available import options as shown in figure 1 and click Next.

Figure 1.


Select a company file

You can choose to either use the file currently open in QuickBooks® as seen in figure 2 or select another company file if you do not already have a file open in QuickBooks®.

Figure 2


Once you have selected an option click the Next button.
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