Accounting Export Preview

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Overview

• The Accounting Export Preview screen allows the user to view data before it is exported to QuickBooks.

• It is opened by selecting Preview any new accounting data or Preview selected batch of data from I would like to  on the Accounting Data Export screen. Main Menu > Settings > Data Functions > Export Accounting Data  

Description of the Screen

TRNS Column

• displays the transaction

TRNSTYPE Column

• displays the type of the transaction

DATE Column

• displays the date of the transaction

ACCNT Column

• displays the name of the account to which the transaction applies

Amount Column

• displays the amount of the transaction
• negative amounts are in parentheses

MEMO Column

• displays the type of credit card associated with Deposits or additional information about General Journal entries, etc.

Run Export Button

• starts the export process

Print Button

• send the data being previewed to the default printer of the local workstation

Close Button

• exits the Accounting Export Preview screen

Additional Information

Created: 7/13/12

Revised:

Published: 08/19/15