Manual export for bank feed data

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:

The date when the transaction was made.
The merchant details, payment amount in the original currency and the conversion rate (if applicable), and Cledara transaction ID.
The actual payment amount; “+” is money in and “-” is money out.
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