Lokad Export Settings in Unify Enterprise

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.

 

Lokad_transaction_select

 

Item types: Select which types of QuickBooks items to be exported to Lokad.

Lokad_item_export

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.

Lokad_successful_connection         Lokad_setting_saved

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