QUESTION

 

Can exports be scheduled with Rightworks Transaction Pro Exporter for QuickBooks Online?

 

RESOLUTION

 

When exporting transactions and lists from QuickBooks Online with Exporter, there is the option to configure and schedule the exports. The schedule can be one time or recurring. This option allows the export schedule to be configured and allows data to be exported on regular intervals without having to initiate them in Exporter.

 

Below are the steps to set up a scheduled export.

 

Step 1: Get Started

 

To get started, login with your Intuit ID at tpro.rightworks.com

 

Step 2: Launch Exporter

 

Click EXPORT to open the Exporter.

 

 

Step 3: Schedule Export

 

On the right side of Exporter, click SCHEDULE EXPORT.

 

 

Step 4: Define Scheduled Export

 

Click the ADD NEW button to define a new scheduled export. This will open a screen to capture the required export options and export schedule.

 

 

Step 5: Set Data Filters

 

Select the Export Type. Supported types are:

 

• Bill Payments
• Bills
• Checks
• Credit Card Charges
• Credit Card Credits
• Credit Memos
• Customers
• Deposits
• Employees
• Estimates
• Invoices
• Journal Entries
• Products & Services
• Purchase Orders
• Purchases – Cash
• Receive Payments
• Refund Receipts
• Sales Receipts
• Time Activities
• Vendor Credits
• Vendors

 

Step 6: Select Filters.

 

The available Filters are (depending on Export Type):

 

• Date Field - Transaction Date (Txn Date), Create Date, Last Update Time, or Due Date
• Duration of the data to be exported (last 1, 2, 3, or 4 weeks)

 

 

Step 7: Set Export Options

 

Select Export Options on the right-side of the screen.

 

 

Export Options allow the following to be defined:

 

• Fields to be exported 
• Specify custom header values
• Specify default values in case value does not exist in QuickBooks Online
• Order in which the export fields need to be exported on the worksheet

 

Export options can be saved for later exports per type of transaction by clicking SAVE EXPORT OPTIONS.

 

 

Step 8: Configure Schedule

 

The schedule configuration must be set. The Scheduling Options are:

 

• One Time
• Daily
• Weekly
• Monthly

 

Depending on the Option selected, different variables will be presented to select.

 

For example, if DAILY is selected, select the Start Date and how many days before the export should recur. 

 

 

 

Step 9: Complete Export Schedule Setup

 

When the scheduled export configuration is completed, click on the SCHEDULE EXPORT button.

 

 

Step 10: Export Schedule Setup Completed

 

The message YOUR EXPORT HAS BEEN SCHEDULED SUCCESSFULLY should appear along the top of the screen. On the scheduled date, the exported data will be received by the user creating the scheduled export via email as an attached .CSV file.

 

 

Step 11: Additional Options

 

If the scheduled export is no longer needed, the option exists to delete the scheduled export or mark it as inactive.

 

Click on the box beside the export file and select DELETE or MARK AS INACTIVE.

 

If marked as Inactive, the option is available to MARK IT AS ACTIVE, if needed at a later date.