When you export the General Journal, WorkingPoint creates a CSV file of the transactions in the current list view. You can change the current view by filtering and sorting the list. For example, you can show a specific date range of transactions, like last month, and the sort set to transaction number ascending, WorkingPoint will export only the transactions posted last month in ascending order by transaction number.
Click here for a full list of fields included in the export
The following transaction information is included in the export:
High-level transaction details, including Posted Date, Transaction #, Type, Description, Invoice number (if applicable), Bill number (if applicable), Account, Debit/Credit, Entry Amount, Entry Note, Transaction Total, and Transaction Memo.
Item information, including Item name, Item quantity and Item Cost.
Payment information, including Payment method, Card Type, and Payment Reference.
To export the Accounts List:
Click the Reports tab, then under Bookkeeping Reports click General Journal.
Choose the date range you want to show, or choose “From” and “To” dates and click Refresh List.
Choose how you want the list sorted: by Date, Type, Amount, or Transaction Number.
Click the csv link at the top of the list (next to the printer icon).
The exported file will have the name "transactions.csv" in case you need to search for it.
How do I export the Accounts List?
How do I export the Bills List?
How do I export the Contacts List?