Question: How do I export to PDF, CSV and QuickBooks Online?
Answer:
You can now export to CSV, PDF and Quickbooks Online from the main receipts table.
Note: PDF exports must contain fewer than 450 receipts or the file will be too large to generate
Here's how:
Step 1. Log into your account and click on Receipts.
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Step 2. To create a report containing all receipts, click on the first tick-box next to the Vendor column.
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Step 3. Click on the link Select all X number of documents that match this filter.
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Step 4. To create a report containing only select receipts, use the filters as usual or simply select the checkboxes next to the receipts you want to export, then select export selected.
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Step 5. Choose the export type (PDF, CSV, QuickBooks Online) and follow the prompts.
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