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Expense Reports

How do I export to PDF, CSV and QuickBooks Online?

You can now export to CSV, PDF and Quickbooks Online from the main receipts page.

Note: PDF exports must contain fewer than 450 receipts or the file will be too large to generate 

 

Here's how:

Step 1. Log into your account and click on Receipts.

Step 2. To create a report containing all receipts, click on the first tick-box next to the Vendor column.

Step 3. Click on the link Select all X number of documents that match this filter.

     

Step 4. To create a report containing only select receipts, use the filters as usual or simply select the checkboxes next to the receipts you want to export, then select export selected.

Step 5. Choose the export type (PDF, CSV, QuickBooks Online) and follow the prompts.