Exporting into Lokad from within Unify Enterprise

The Lokad Settings configuration should be completed prior to this step. (Click here to learn how to do this

Go to Tools >> Lokad>> Export. 

To begin the Lokad export, click the Start Lokad Export button.

Note : If you are using QuickBooks for the first time, it will ask you to authenticate the Unify Enterprise connection.

 

 

When the export has been started for the first time, Unify Enterprise will retrieve the information from QuickBooks for the previous 6 years.

Lokad_export_in_progress

 

The status of the export is real time and its progress can be viewed in the status area of this screen.  When the export is complete the status will be changed to Uploaded.

Lokad_export_complete

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