What types of files can be exported from QuickBooks Online (QBO) with Transaction Pro Exporter, and how is the export performed?
Exporter allows both transactions and lists to be exported from QBO with flexible mapping options.
Transactions currently supported include:
Lists currently supported include:
Once signed into Transaction Pro, select the EXPORT button to launch Exporter.
Select an EXPORT TYPE and the DATE TYPE that to use to filter the data.
Date types include Transaction (Txn) Date, Create Time, Last Update Time, or Due Date.
In this example, Invoices are selected with a Transaction Date of January 1-31.
If the export needs to be customized, select the EXPORT OPTIONS button and specify the following:
Be sure to select the SAVE EXPORT OPTIONS button once all the selections have been made.
Select the PREVIEW button.
On the Data Preview tab, a small subset of the actual data to be exported will be displayed. If everything looks correct, select the EXPORT DATA button at the bottom-right.
Exporter will be re-directed to the MY EXPORT tab. Select the REFRESH button next to the Export until it shows COMPLETED and select the download link to download the export.