Custom Reports and Exports

When viewing a particular set of transactions, you have the option of creating a custom report from the transactions list displayed. In the far right section of the Transactions list, under the filters, you'll see 4 options available:

Print - PDF - Excel- CSV*


Upon selecting the desired export format, the file explorer will open, providing you the opportunity to save the export to your desired desktop location. 

*The CSV file is a document that can be used to upload the transactions into most accounting programs like Quickbooks, Xero, and Wave Accounting. 

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