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Exporting Transaction Reports for Quickbooks Online

Last Updated: Apr 01, 2019 12:36PM CDT
You can import your Affinipay transactions into Quickbooks Online to reconcile them with your other business transactions. To do so, follow the steps below:

In your Affinipay account

  1. Click on the Reports tab in your Affinipay account
  2. Select Transaction Reports from the top navigation
  3. Run a Transaction report with whatever parameters you'd like
  4. Once the report is generated, click the Export button at the top right of the page
  5. Select Quickbooks Online from the Select Format menu, then hit Export

Quickbooks Online Report
In your Quickbooks Online account

  1. Go to your Banking tab in your Quickbooks Online account
  2. Select File Upload at the top right of the page
  3. Browse to find the report you exported on your computer, then click Next
  4. Select a Quickbooks account for the file you want to upload from the drop-down menu,
      then click Next
  5. Select a statement field for date, description, and amount from the drop-down menus
  6. For Date, choose "Created At" from the dropdown
  7. For Description, choose "Name" from the dropdown
  8. For Amount, choose "Amount" from the dropdown
  9. Select date format of "dd/MM/yyyy" from the dropdown, then click Next
 10. Select the transaction you'd like to import, then click Yes when prompted

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