Accounting Export History Screen
Use this screen to select transaction types to export to your accounting software.
Description of fields on the screen
| Field Label | Description |
|---|---|
| Accounting Connection Name | This field describes the accounting connection to be used for the accounting export. Enter part or all of the search terms in this field. |
| Accounting Package | Select the accounting software from this droplist. Valid values include QuickBooks Desktop, BusinessWorks, MAS 90/200, Microsoft Dynamics GP, and QuickBooks Online. |
| Date Run | Enter a date value to run the accounting export transaction, or select it from the Calendar icon. |
| Search | Select this option when you have finished entering search criteria. |
| New Export | Selecting this option opens the Accounting Export wizard. |
| Refresh | This option retrieves the current search results. |
| Select this option to print a list of accounting exports records from the Search Results screen. | |
| Print Preview | Selecting this option to displays a list of accounting exports records from the Search Results on your screen. |
| Export to CSV | This option exports the list in CSV (Comma Separate Value) file format. |
| Accounting Connection | This value is the name of the accounting connection. |
| User | The logged in user who ran the accounting export appears in this field. |
| Package | This value is the name of the accounting software. |
| Begin Date End Date |
This is the transaction beginning and end date. |
| Last Transaction | This value is the date the transaction was previously run. |
| Status | This is the transaction status. |
| Error | Transaction error messages appear in this field. |
| View | Selecting this option opens the selected transaction. |
| Run Again | This option runs the selected transaction previously run. |
| Reset All | This option resets the selected transaction to run as a new accounting export. |
