QuickBooks Team

Reports & Accounting

Hi there, accounting96.


Here's how to export GIFI (General Index of Financial Information) from QBO.

  1. Go to the WorkPapers section for your client's books.
  2. Check the GIFI Mapping and the Working Trial Balance to make sure that all the work is completed.
    Any unassigned codes can be done under the GIFI mapping section.
  3. Go through the list and select Assign GIFI Codes to assign codes.
  4. When you see a row that'll appear beneath the line you wish to map, select the GIFI code from the list.
  5. Select Save GIFI code.
  6. Open ProFile and create a return or open the return you want to import the GIFI codes.
  7. Go to the File menu, then choose QBOA Import.
  8. Select OK.

The export is completed after hitting OK.


For your future reference, you can check these articles:

You can always reach out to us here if you have other questions.