This month we released a new product, Transaction Pro Exporter for QuickBooks Online, which is available at no additional charge (aka “free”) as part of our Transaction Pro Importer App. This tool will allow you to export transactions and lists from QuickBooks Online with flexible mapping options.
Transactions and lists currently supported include:
- Bill Payments
- Cash Purchases
- Credit Card Charges
- Credit Card Credits
- Credit Memos
- Journal Entries
- Purchase Orders
- Receive Payments
- Refund Receipts
- Sales Receipts
- Time Activities
- Vendor Credits
If you are not a subscriber of Transaction Pro Importer you can sign up for a free trial using your Intuit login and password here. Once you have signed in look for the Start Export button at the bottom and you will be brought directly into the Transaction Pro Exporter.
Then you will select an Export type and then you can select any of the following date types: Txn Date, Create Time, Last Update Time or Due Date. I selected Invoices with a create date of June 1 – 19th.
If you want to customize your export select the Export Options button and you can specify the following:
- Fields to display – check the boxes next to the QBO fields that you wish to have displayed in the exported file
- Field Label – You can change the header on the column
- Default Value – You can specify a value here to be repeated on every line
- Order – You can specify the order that you wish the columns to be exported
Be sure to select the button, Save Export Options, once you have made all your selections.
Then select the preview button.
On the data preview tab you will see a small subset of the actual data to be exported. Then you will select the Export Data button at the bottom right.
Then you will be re-directed to the My Export tab. Select the refresh tab and then you can select the download link and the file will be downloaded to your computer.
You can do an unlimited number of exports so you can easily get your list and transaction data out of QuickBooks Online into a csv file. Simple, easy and effective so take a free trial today and let us know what you think!