Creditsafe file upload
Customer contact list & AR Aging detail reports are sent automatically by QBO on the last day of each month. These reports are to be uploaded each month.
1) Download the file from the AR inbox
2) Add to the name of the file by adding an extension name _Month Year i.e.full name (Customer_Contact_List__Credit_Safe_Mar 23)
3) Upload file to the home page. Be advised this is a secure site you can not auto save passwords. Copy and Paste Username & Password from LastPass.
4) The file will appear below the Downloaded folder. Once Creditsafe has opened the file and uploaded to their reporting the file will disappear.
5) The reports are formatted in a very specific way for Creditsafe to utilize the data. If QBO or anyone updates these reports they will need to be reformatted. Creditsafe will let us know if the format is not valid.