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Export information from the Merchant Service Center

SOLVEDby QuickBooksUpdated 1 year ago

The Merchant Service Center has the ability to download certain data fields on to your computer.

The files are downloaded in .csv (Comma Separated Value) format so the appropriate software will be required to read this data (contact your IT representative to obtain this software).

NOTE: Credit card statements may also be downloaded as a .pdf file.

Other than statements, only the following items are available to download form the Merchant Service Center:

  • Transactions
  • Deposits
  • Fees

Follow the steps below to download this information.

  1. Log in to the Merchant Service Center.
  2. From the Activity & Reports menu, select the information you intend to export:
    • Transactions
    • Deposits
    • Fees
  3. Select the date range you wish to view and click the Search button.
  4. Once the results are displayed, click the Export link to begin downloading.
    User-added image

    (Transactions window displayed above but the Export option will appear similarly for each window)

  5. Once completed, you may receive an option to Download or Open (if you have the appropriate software) the information selected.

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