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
- From the Upper Menu, click
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.
- 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.
- Click the Export button.
- 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.
- Click Save.
- 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.
- 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.
- 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.