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- Run a Search, select a document, and open it in the Document Viewer.
- Open a single Company File in your local instance of QuickBooks and open a Transaction.
- In GlobalSearch, open a document in the Document Viewer and enter information in the Fields.
In the Quickbooks Transaction Index Field, choose the Transaction appropriate for the document. (For example, if you are viewing a bill, select Bill, etc. - Click Save Changes.
- Click Actions in the toolbar and select Send to QuickBooks