To access these settings go to Tools >>Lokad>>Settings.
This area contains multiple options that govern how the data from QuickBooks is extracted.
Transactions: Select which transactions in QuickBooks to export to Lokad. Sales Receipts and/or Invoices can be selected.
Item types: Select which types of QuickBooks items to be exported to Lokad.
Lokad account information: Enter your email and password for your Lokad account. If you dont have one, you can create an account from this page too!
Upload files to Lokad on a Schedule
The export can be done in two ways: manually or automatically. If you would like the export to be done automatically, the scheduled interval can be setup here. Select Yes to begin.
|•||Choose a time for the automatic export to start|
|•||Choose the frequency: Daily, Weekly or Monthly|
Once the settings have been completed, click Save. Once Save is clicked Unify Enterprise will validate the Lokad account credentials. You will see a pop-up message confirming the Lokad connection and the saved settings. This may take a bit of time to confirm.