The "EXPORT" feature from SaasAnt Transactions (Online) can help you to download the Transactions (invoices, journal entries, etc.) and Lists (customers, vendors, etc.) from QuickBooks Online.
Important: Connect SaasAnt Transactions with your QuickBooks Online!
Steps to Export the transactions from QuickBooks Online:
Step 1: Click on the "Export" menu in SaasAnt Transactions (Online).
Step 2: Select the Date Range from the calendar according to your need.
Step 3: Select Entity (Invoice, Journal Entries, Customer &, etc.) according to your need.
Step 4: Click on Search.
Step 5: Then you can download the respective transaction in a CSV File by clicking on the Download option.
Search By Dates:
There are three types of Date search options are available to Export the transactions from QuickBooks Online using SaasAnt Transactions (Online).
1. Search By Created Date:
The given date range is used to filter the transactions which CREATED on particular dates (entered in QuickBooks) originally from QuickBooks. For example, The actual invoice date would be 10-10-2020. But it would have been created on 1-10-2020. So this search works on 1-10-2020.
2. Search by Transaction Date:
The given date range is used to filter the transactions which are having transacted date in the period. For example, Invoice Date, Bill Date, Payment Date.
3. Search by Last Updated Date:
The given date range will help you to filter the transactions in which you have modified the transactions recently.
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