Want to export payments to spreadsheets or QuickBooks?
Take the tour, and we'll walk you through it. 😄
Or, follow the instructions below! 👇
- Click the Gear icon in the upper righthand corner of the dashboard.
- Click "Settings".
- Scroll to the bottom of the page where it says "Export Payments" and click "Export".
- Select an export type (Spreadsheets, Quickbooks Online, Quickbooks Desktop/Pro, Quickbooks Enterprise).
- Select the company/payment account that you want to export charges and payments for.
- Select the start and end date.
- Click "Export" and you're done!
Questions still? Click the blue button in the bottom right and message us. We'll help answer and then improve this. 😊