SMS1 - Re-Exporting the GL for a Previous Time Period

Explanation

Customer either forgot to export the QB iif or had an out of balance (OOB) which would QB would not allow to be imported.

Re-exporting for a previous day

  1. In Cyrious go to File>Export>Export Accounting data
  2. Click on the Change Export Dates button
  3. If the report is for the previous day, click the Date Period DDL and choose Prior Export Period -make sure to confirm those or the correct date (otherwise skip this step and next step)
  4. Click Ok - skip next 3 steps
  5. If the report is for a prior time, click the Date Period DDL and choose Custom or For Custom Time Period
  6. When that opens up, click the radio button Export Dates
  7. Then choose the appropriate Starting and Ending dates
  8. Click Ok
  9. Click the Save button
  10. Click Yes to Mark Ledger as Exports?

Export for a previous day that was not exported

  1. In Cyrious go to File>Export>Export Accounting data
  2. Click on the Change Export Dates button
  3. Click the Date Period DDL and choose Custom or For Custom Time Period
  4. When that opens up, click the radio button Export Dates
  5. Then choose the appropriate Starting Date
  6. Now click the radio button Daily CloseOuts
  7. Now choose the appropriate Ending Date. This will allow you to insert a new export date into the Closeout Database
  8. Click Ok
  9. Click the Save button
  10. Click Yes to Mark Ledger as Exports?
Note: Now you will have to re-export the following day because you inserted a new export in between 2 exports

See Also