Exporting Transactions to Your Accounting Software

The Export to Accounting feature provides the ability for you to post customer sales (repair orders), customer payments (receipts), and vendor payables (invoices) to your accounting software. You must set up a connection to your accounting software before you can use the Export to Accounting feature.

See Overview - Accounting Connections.

To export transactions to your accounting software

1. Select Action > Export to Accounting from the menu bar.
   
   - or -
   
   Select Dashboards > Accounting from the menu bar, and then click the Export to Accounting link under Quick Links
   
   - or -
   
   Select Quick Start from the Dashboards panel, and then click on the Export to Accounting link.
2. Select the connection from the Accounting Connection droplist if it is not already selected.
3. Select one or more transaction types, and then click Next. The Export Overview screen opens.
4. Move through the tabs in the screen selecting transactions to be exported.

5. Click Next. The Export screen opens, and the information you selected is exported to your accounting software.
6. When the export has completed, click the View Report button, and then click Finish. The Accounting Export screen closes and the Export Overview screen opens.

Note: Click View Detail to view or print the export transaction details.

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