Salesforce

Exporting to External Accounting Software

« Go Back

Information

 
TitleExporting to External Accounting Software
Details

 

Exporting to External Accounting Software

The Accounting page allows you to export check or employee data for use by external accounting software. At this time, Quickbooks and Sage is supported.

  1. Navigate to Advanced Setup > Accounting.
  2. Under Software, select Quickbooks or Sage.
  3. In the Export Type field, select Check or Employee.
    • Check: Select a date range to export check data for.
    • Employee: Select the employee or employees to export. You can click "All" to select all employees.

Accounting Dropdown_575x255

  1. Click Download. The data saves as a .txt file that can be imported into Quickbooks or Sage.
    account-export_sample
  2. Note: The Export button is a placeholder for future development.

 

URL NameContent-Cloud-BoH-Advanced-Setup-Exporting-to-External-Accounting-Cloud-BOH

Powered by