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. |
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