Admins and Finance users can manually export a CSV to import all transactions to the QuickBooks bank feed.
The file can be exported in Transactions tab > Filter results > Export > QuickBooks:
In the CSV, you will find the following columns:
- Date
- The date when the transaction was made.
- Description
- The merchant details, payment amount in the original currency and the conversion rate (if applicable), and Cledara transaction ID.
- Amount
- The actual payment amount; “+” is money in and “-” is money out.