Accounting Export History Screen

Use this screen to select transaction types to export to your accounting software.

Description of fields on the Export Parameters screen

Field Label Description
Accounting Connection Select the accounting connection from this droplist. Transactions you select on this screen are exported to this accounting connection.
Last Transaction Date This value defaults to the current date. You can select a different date
Please select transactions types for export Select one or more transactions types below.
Next Select this option after you have made your selection on this screen.
Cancel Selecting this option closes the Accounting Export screen without saving.

Description of fields on the Export Overview screen

Field Label Description
Connection This value is the connection you selected from the previous screen.
Last Transaction Date The selected date appears in this field.
(export summary field) Accounting export transaction details are summarized in this field.
View Details Select this option to view the summary in report form.
Finish Select this option to close the Accounting Export screen.
Cancel Selecting this option closes the Accounting Export screen without saving.

See Also

Exporting Transactions to Your Accounting Software

 

 

 

 

 

 

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