SaasAnt Transactions provides a quick and easy way to export transactions from Xero. With the "EXPORT" feature, you can download transactions (ranging from invoices to journal entries) and lists (such as customers and vendors) directly from Xero.
In this guide, we’ll walk you through the steps to export transactions from Xero using SaasAnt Transactions.
Table of Contents
- How to Export Transactions from Xero?
- How to Search by Dates?
How to Export Transactions from Xero?
1) Select the "Export" Menu:
Start by selecting the "Export" option from the SaasAnt Transactions dashboard.
2) Select the Entity:
JournalsChoose the entity you wish to export, such as Invoices, Manual Journal, Contacts, etc.
3) Select the Date Type:
Search by Transcation 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, and Payment Date.
Search by Last updated date
The given date range will help you to filter the transactions in which you have modified the transactions recently.
4) Select the Date Range.
Choose the date range that suits your needs.
5) Use the Search Option:
Utilize the search function to narrow down your results.
6) Download the CSV File:
After filtering your data, you can download the transactions in a CSV file format.
Related Xero Articles:
- How to Import Chart of Accounts into Xero
- How to Import Bank Transfers into Xero
- How to Import Bills into Xero
- How to Import Contacts into Xero
You can reach out to us at support@saasant.com if you are stuck somewhere.