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Exporting transactions to CSV?

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Matthew

25 Mar, 2013 02:22 PM

I'm currently evaluating the OS X version. One major feature that seems to be missing, and previously requested in the forums, is the ability to export transactions into a simple CSV format. The is needed for use with other applications, or to send data to an accountant.

Is it true that you can export reports to CSV, but cannot export full transaction data (eg for a single account, or all accounts)?
This seems a major oversight.

Is this feature already available somehow, or forthcoming?

1. 1 Posted by Matthew on 25 Mar, 2013 02:31 PM

   

   I noticed in the page "FAQ → Is it possible to import data into Easy Books?" it's mentioned that support for multiple currencies and stock is higher priority than export.

   Personally, I think export should be higher priority.

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2. 2 Posted by Matthew on 25 Mar, 2013 02:56 PM

   

   Actually, the Audit Report seems to do exactly what I need. It lists all transactions between two dates and can be exported to CSV.

   You may want to consider adding "Export transactions to CSV" or similar to your feature list!

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3. Support Staff 3 Posted by Mark on 25 Mar, 2013 04:39 PM

   

   Thank you for the suggestions, we are currently reviewing the logical pathways in the app, and also the web-site, to help with navigation, so thank you for the feedback.

   Karen

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4. 4 Posted by Jeffrey on 18 Apr, 2013 03:36 AM

   

   I have similar problem as Matthew. I bought the software because it is relatively easy to use and I thought it can be exported into CSV file. This software supposed to have option to save as CSV, HTML and Zip. But when I tried saving my audit reports and other reports into CSV, it kept changing to HTML format. Why so!?

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5. Support Staff 5 Posted by Mark on 18 Apr, 2013 10:56 AM

   

   I thought we had fixed this problem, but maybe it is occurring for another reason. Can you tell me what version you are using?

   Thank you

   Karen

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6. 6 Posted by Jeffrey Wong on 19 Apr, 2013 01:53 AM

   

   I am currently using Easybooks 2.6.18. and my OS is Mac 10.8.3.

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7. Support Staff 7 Posted by Admin on 19 Apr, 2013 08:10 PM

   

   It is supposed to be possible to output all reports in HTML, CSV or ZIP (containing both). I will look into why this isn't working in the version you're using and get it updated with a fix.

   Mathew

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8. 8 Posted by Jeffrey Wong on 20 Apr, 2013 06:42 AM

   

   Thanks... Looking forward to the solution.

   Cheers
   Jeffrey

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9. Admin closed this discussion on 20 Apr, 2013 09:38 AM.

10. Jeffrey Wong re-opened this discussion on 22 Apr, 2013 10:51 AM

11. 9 Posted by Jeffrey Wong on 22 Apr, 2013 10:51 AM

    

    Hi Mathew,

    I found out the reason why I cant output reports in CSV or zip format. In the Save dialog box, at the Bottom-Left corner, there is a Hide Extension button. To output the format that I want (HTML, CSV or ZIP), I have to uncheck that button in order to do so, or else it automatically output in HTML format. Hope this helps.

    Cheers,
    Jeffrey

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12. Support Staff 10 Posted by Mark on 23 Apr, 2013 01:03 PM

    

    Brilliant.

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13. Mark closed this discussion on 23 Apr, 2013 01:03 PM.