Note: The export does not function properly with Quickbooks 2019 or later.
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 "Feature 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. 😊
Please Note: Quickbooks Export only works with Online or 2018 or older Desktop/Pro. 2019 and 2020 Pro/Desktop does not import properly.