Export Options dialog

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Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

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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.

Related topics

QuickBooks integration, overview

Exporting payroll journal entries to QuickBooks as an IIF file.

Exporting reconciliation adjustments to QuickBooks as an IIF file

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