Export in an application-specific format

You can export information in several application-specific formats, including the desktop versions of: CashManager, MoneyWorks, MYOB and QuickBooks 2010. One or more types of information can be exported for each application.

The codes FT, FE and MYOB shown against some of the application names below are used in the instructions at the end of this topic.

• CashManager – Invoices (FT, FE)
• MoneyWorks – Sales Product Invoices (FT, FE)
• MoneyWorks – Sales Service Invoices (FT, FE)
• MoneyWorks – Jobs (-)
• MoneyWorks – Job Sheets (-)
• MoneyWorks – Purchase Orders (FT, FE)
• MoneyWorks – Purchase Product Invoices (FT, FE)
• MoneyWorks - Purchase Service Invoices (FT, FE)
• MYOB – Activity Slips (FT, MYOB )
• MYOB – Jobs (FT, MYOB )
• MYOB – Professional Purchases (FT, MYOB )
• MYOB – Professional Sales (FT, MYOB )
• MYOB – Professional Sales (AccountingEdge) (FT, MYOB )
• QuickBooks – Bills (FT, FE)
• QuickBooks – Invoices (FT, FE)
• QuickBooks – Timesheets (FT)

The exported data is saved into CSV or tab-delimited TXT files, depending on the application.

To export in application-specific format:

1. In the Business menu, select Settings > Export.
2. In the Export screen File Type drop-down list, select the required application-specific export type.
3. If you are exporting one of the information types flagged with "FT" above, use the From and To fields to specify a date range. This will restrict the exported information to between the specified dates.
4. If you are exporting one of the information types flagged with "FE" above, provide the following information.

   Field	Description
   Description	Description to appear on invoices.
   Tax Code
   Zero Rated Code
   Income Account	Default account to allocate income against. This should be your default 'catch all' income account. For example 200 - Sales. This will be used where the account codes are not otherwise specified in WorkflowMax.
   Cost of Sale Account	Default account to allocate cost of sale against. This should be your default 'catch all' cost of sale account. For example 300 - Cost of Sales. This will be used where the account codes are not otherwise specified in WorkflowMax.

5. If you are exporting one of the information types flagged with "QB" above, provide the following information.

   Field	Description
   Item
   Export Job Description
   Export Task and Cost notes
   Company Name
   Company Create Time
   QuickBooks Version

6. If you are exporting one of the information types flagged with "MYOB" above, select the Export Job Number checkbox if you wish to include the job number in the exported information.
7. Export. The Export Result heading is displayed at the foot of the screen with a link to the exported file.
8. Select the download link to download the exported file.
9. Open or save the exported CSV file, as required, if prompted.