Export Options dialog

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The Export Options dialog allows you to verify file location information and to specify date ranges and file creation preferences for export files.

Choose File > Export > Transactions and then click the Options button next to the transaction type you want to export.

Fields & buttons

  • File Location. The Export file location field displays the path to the folder in which your export files will be created. This location can be modified only in the Setup > File Locations dialog.
  • Dates. Specify the date range of the transactions to include in the export file. You can choose Current Month, Current Quarter, Previous Month, Previous Quarter, or specify a specific date range.
  • File Creation. Mark the checkboxes as applicable. You can choose to create separate files for each month, to include previously exported checks, to export a separate folder for each client, and to include the client name in the file name for the export.
  • File Location. The Export file location field displays the path to the folder in which your export files will be created. This location can be modified only in the Setup > File Locations dialog.
  • File Creation. Mark the checkboxes as applicable. You can choose to create separate files for each statement and to include previously exported reconciliation adjustments.

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