Mark a project / prime contract as exported

You can mark a project / prime contract to as exported so that transactions associated with the contract can be exported to QuickBooks.

  1. In the Advanced Utilities section, select Manage Project Links.
  2. Select Not Exported projects from the Exported Status dropdown.

    Only projects and prime contracts that have not been exported appear in the list.

  3. Specify the From Date and To Date as needed to filter the results by date.

    The prime contract's issue date is used for the filter.

  4. Select one or more records from the list as needed.
  5. Select Mark Selected projects As Exported.