Reports
Exporting Data to 3rd party Accounting program
There are two ways to export sales data from Dharma Tribe.
The first is to export individual fields that can be imported into an accounting software (Quickbooks, Peachtree etc.)
You can also export all fields within the records you’re browsing and then later choose the specific fields for import.
method 1:
- Go to the Sales menu (form view)
- In Find mode, Do a search for the date(s) for which you would like to export
- Go to File, Export Records
- Give the file a title Save it as a tab-delineated or csv file.
- With “Current Layout (“sales”)” selected in the first drop down menu, choose the fields you would like to export and hit Move. Here is an example of the fields you would choose to export all invoices in the date range as subtotaled by Series Sale totals, Product totals, and payment data.
- Open your accounting program. Import the file into your accounting program by mapping the field names to the appropriate fields. You should only need to do this mapping the first time you import.
Your files are now ready to be imported into an accounting software.
Method 2:
- Go to the Sales menu.
- In Find mode, do a search for the date(s) for which you would like to export.
- Go to File, save/send record as, then choose Excel
- Title and save your Excel document. Make sure where to select Records Being Browsed, during this step so that you are saving all of the the relevant records and not just the first one:
- Import the file into your accounting program by mapping the field names to the appropriate fields.
Your files are now ready to be imported into an accounting software, or viewed and printed as an excel file.
Note: Method 2 is a faster process than method 1 because it saves every field within the records (including ones you will not need); you may delete the irrelevant fields before importing into your 3rd party software if you wish.