Specify data filters and export options
Available types are:
- Bill Payments
- Credit Card Charges
- Credit Card Credits
- Credit Memos
- Journal Entries
- Products & Services
- Purchase Orders
- Purchases - Cash
- Receive Payments
- Refund Receipts
- Sales Receipts
- Time Activities
- Vendor Credits
Post selection of type, specify relevant supported filter criteria.
Export options let you define the following:
You can also save your export options for later exports per type of transaction.
- Fields to be exported. Out of all supported export field, you can choose which one to export in your export sheet.
- Specify custom header values.
- Specify default values in case value does not exist in QBO.
- Order in which the export fields need to be exported in your export sheet.
You can preview your data before doing a full export.
Click on "Preview" to view a subset of data to be exported.
When the "Data Preview" window appears, post verification if the data matches the requirement, click the "Export Data" button.
Download export file
When the "My Exports" tab appears, click "Download" to download your export file.