How to Export TapGoods Data for QuickBooks Desktop
If you use QuickBooks Desktop, you can use the Custom Export tool to create a custom report for exporting TapGoods data. This article goes over the basic steps you should take to create a custom export that can be used for your QuickBooks Desktop account.
- Navigate to the Admin panel.
- Click on Reports and select Custom Export from the dropdown menu.
- Select the type of report you need: Orders, Inventory, Transactions, Serialized Items
- Check the boxes next to the data fields you need, such as Customer, Order Status, Event Start Date, Item Totals, etc.
- You can use the filters on the right side of the page to further refine the data you want to include in your report.
- Click Export to download your data in CSV format, which is ready for import into QuickBooks Desktop.
Due to the unique needs of each business, we highly recommend consulting with your accountant when setting up your Custom Export. Once you’ve nailed down what your export looks like, you can save the Custom Export as a Template that you can use anytime you need it.
Related Articles
- Custom Export: Exporting Order Data
- Custom Export: The Transactions Tab
- Custom Export: The Inventory Tab