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AndrewC1
May 20, 2020
Question

Schedule report to be exported as .csv into a specifi

  • May 20, 2020
  • 7 replies
  • 44 views

Hi, I want to schedule daily reports to be exported as an excel .csv file to a specific folder location. Currently I only see options to have the reports emailed from quickbooks, but I dont want to email my data at all.

 

For now, I am running my custom report everyday and saving it as an excel file to my defined folder.

 

Hope to get a more automated solution for this. Thank you!

    7 replies

    Ashley H
    Ashley H
    Level 4
    May 20, 2020

    Thanks for this feedback, @AndrewC1.

     

    I'm going to forward this to our Product Development Team about having scheduled daily reports to be exported as an Excel .csv file to a specific folder location as an option besides just an email format. You can visit our Blog to see what's new in our Products and see upcoming features.

     

    If you have any additional questions or concerns, please feel free and let me know by leaving me a Reply. Have a good one!

     

     

     

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    KarlaEspinoza
    September 28, 2020

    Hi Ashley H, were you able to accomplish this set up to export to a specific folder in csv format?

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    Level 14
    May 21, 2020

    @AndrewC1 

    Utilize TP Exporter to do so. You can make a schedule with comannd line to export Journal Report, Invoice with Payments, Payroll Detail Report, and Transaction Detail Report.

    https:// transactionpro.grsm.io/qbd

     

     

     

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