1. From the QuickBooks homepage, select Reports in the left-hand menu, then choose Custom reports.

2. Open the Zamp Sales Tax Report. It may be listed under a slightly different name.

3. In the top-left of the report, set the date range to the previous month. For example, on September 1st, set the range to August 1 – August 31.

4. Once the date range is correct, open the export menu in the top-right and select Export as CSV.

5. In your Zamp dashboard, select Integrations from the left-hand menu. Locate the QBO or QuickBooks CSV connection and click Upload transactions.

6. Continue through the prompts, selecting Upload transactions on each screen. On the final step, choose Upload files and select the file you exported in Part 1.