Exporting data from Yottled orders and uploading it into QuickBooks can streamline your accounting process and help you maintain accurate financial records. This article will walk you through the steps to export data from Yottled for QuickBooks.
Step 1 - Head over to Sales —> Orders
Step 2- Click on Export (CSV, QuickBooks)
Step 3- You can now select how much data your want to export like-
All orders, Current page or 120 orders matching your search.
In addition, you can also select the specific transaction details you want to export. These options include:
- Gross: Your revenue before expenses.
- Net: Your revenue less expenses
- Fee: Payment processor fees and Yottled service fees
- Tip: Total Tips collected from your customers
Step 4- Click on Export orders and data will be exported and the same can be uploaded in QuickBooks.