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Report for Cash and Checks

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5 comments

  • Ruth

    Hi Brandy, it is possible! Go to your Billing tab, to the left of your account, click Export Transactions, to the right, adjust the date range and then "Generate Export." 

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  • Brandy Rogers

    Thanks Ruth!

    I am really curious about the export into Quickbooks. Is there a video or an introduction that I could get for how this works? I use Quickbooks but I do not export anything from SP currently into my QB account.

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  • Ruth

    No problem! Check out this guide for more information about Exporting your Billing Data to Quickbooks and Excel

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  • Nanci Burt

    I followed the directions of exporting transactions to QuickBooks.  I cannot open the file and really don't know how to upload it to quickbooks.

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  • Timothy P. Boyle

    How do you get detail information on the posting for a particular clients account? I have a client who is showing a credit and not sure why?

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