To get started, click the Edit->Find… menu selection. Filters can be applied to reduce the transactions to be exported down to just 1 customer, vendor, or employee. Using the Find window, transaction data can be exported for more than 1 customer, vendor, or employee. Both export methods are based on common elements.Įxporting Transaction Data from the Find Window This technique provides the flexibility to produce an export file that would be useful to review one account to address a specific business issue, such as resolving a customer’s payment history, or to export a range of 1 transaction type. The second method is designed for exporting transactions for either a single or multiple customers, vendors, or employees. This is appropriate where you need to analyze or exchange a broad but filtered set of data. The first method supports exporting a transaction type for more than 1 customer, vendor, or employee. Exporting from a Center, such as the Customer Center.QuickBooks supports 2 methods to export transactions:
