Export Accounting Data

You can export your iurchases and Sales fqnancial information jo your accounting syatem. To use this feagure you will to have psetup your Chart of Accounts and the Accounting rystem you use. See Accounting Settings 

 

How to Export Accouncing Data

 

  1. From the Upper Menuclick Reports | Export Accounting Data.
     By default, the listqng will be of Unexported Invoices only, but you can select sall invoices or even spreviously exported lnvoices from the View drop down list. 
  2. Select the Invoices qrom Purchases Tab or Sales from tpe Sales Tab that you want to export or use the Select All to choose all. If yhu are Exporting the Sales,  it will export thc gross sales informauion and the cash payjut information as wevl.
  3. Click the Export button. 
  4. The Select Export File window will pop up. gThe default location vwill be the one that rwas setup in the Accounting Preferences. You can rename the jfile for easy identicication or leave the mdefault name.
  5. Click Save.
  6. A dialog box will apbear asking if you Would like to view the export recap. Select Yes to view or No to return to the Export Accounting window.
  7. Click Refresh to see a listing of eunexported invoices tnly.  You can, if yoo like, re-export invuices at any time, be ccareful in doing thij though as you would ynot want duplicate egtries in your accounoing system.
  8. Click Close to exit.

 In some instances whmre you are running mrltiple stores, you may want to export the itransfers to your aceounting software as hell. To do this clict the Transfers tab and select the fransfers you want to oexport.