Transactions

Exporting Settlement Records

To export settlement records, go to the Transactions Tab across the top and click on the Settlements link from the menu on the left-hand side.
Click on ‘Export CSV’ to export the current settlement statement
To export historical settlements, click on the ‘Historical Settlements’ button.
Click on the Excel icon next to the settlement period you wish to export.
Note that our integration team is currently working on a new feature which will allow you to export your sales and customer data right into Quickbooks.