Transaction Pro Support will be closed on Friday, July 3rd for the Independence Day Weekend.

Schedule QuickBooks Online Exports Using Transaction Pro Exporter

QUESTION

Can exports be scheduled with Transaction Pro Exporter for QuickBooks Online (QBO)?

RESOLUTION

When exporting transactions and lists from QBO with Exporter, there is the option to configure and schedule the exports. The schedule can be one time or recurring. This option allows the export schedule to be configured and allows data to be exported on regular intervals without having to initiate them in Exporter.

Below are the steps to set up a scheduled export.

Step 1: Get Started

To get started, login with your Intuit ID at https://importer.transactionpro.com/TpiPlus/

Step 2: Launch Exporter

Click EXPORT to open the Exporter.

Step 3: Schedule Export

On the right side of Exporter, click SCHEDULE EXPORT.

Step 4: Define Scheduled Export

Click the ADD NEW button to define a new scheduled export. This will open a screen to capture the required export options and export schedule.

Step 5: Set Data Filters

Select the Export Type. Supported types are:

  • Bill Payments
  • Bills
  • Checks
  • Credit Card Charges
  • Credit Card Credits
  • Credit Memos
  • Customers
  • Deposits
  • Employees
  • Estimates
  • Invoices
  • Journal Entries
  • Products & Services
  • Purchase Orders
  • Purchases – Cash
  • Receive Payments
  • Refund Receipts
  • Sales Receipts
  • Time Activities
  • Vendor Credits
  • Vendors

Step 6: Select Filters.

The available Filters are (depending on Export Type):

  • Date Field - Transaction Date (Txn Date), Create Date, Last Update Time, or Due Date
  • Duration of the data to be exported (last 1, 2, 3, or 4 weeks)

Step 7: Set Export Options

Select Export Options on the right-side of the screen.

Export Options allow the following to be defined:

  • Fields to be exported 
  • Specify custom header values
  • Specify default values in case value does not exist in QBO
  • Order in which the export fields need to be exported on the worksheet

Export options can be saved for later exports per type of transaction by clicking SAVE EXPORT OPTIONS.

Step 8: Configure Schedule

The schedule configuration must be set. The Scheduling Options are:

  • One Time
  • Daily
  • Weekly
  • Monthly

Depending on the Option selected, different variables will be presented to select.

For example, if DAILY is selected, select the Start Date and how many days before the export should recur. 

Step 9: Complete Export Schedule Setup

When the scheduled export configuration is completed, click on the SCHEDULE EXPORT button.

Step 10: Export Schedule Setup Completed

The message YOUR EXPORT HAS BEEN SCHEDULED SUCCESSFULLY should appear along the top of the screen.On the scheduled date, the exported data will be received by the user creating the scheduled export via email as an attached .CSV file.

Step 11: Additional Options

If the scheduled export is no longer needed, the option exists to delete the scheduled export or mark it as inactive.

Click on the box beside the export file and select DELETE or MARK AS INACTIVE.

If marked as Inactive, the option is available to MARK IT AS ACTIVE, if needed at a later date. 

  • 259
  • 20-Mar-2020
  • 1875 Views