To natively export transaction data for QuickBooks® as part of a chain, such as to use in an array of cloud and on-premise technologies, add a step with a QuickBooks Export to CSV command.
To enable this command, an IT admin first creates a QuickBooks connector.
Export to CSV
To export a report from QuickBooks Online to a comma-separated values (CSV) file, use an Export to CSV command.
|Company ID||Enter the QuickBooks Online company ID.|
|Output file||Enter the name of the output CSV file.|
|Report type||Select the type of report to export.|
|Display columns by||Select the column display variable.|
|Accounting method||Select the accounting method.|
|Period||Select the period of data to export.|