Transfer of credit card payments to Excel saved page

bbarnett

Can anyone tell me how to take the list of process credit cards and transfer them to my Excel payment logs that I keep????  Same as my ACH payments.

bbarnett

I keep an excel log for backup on all transactions, including cash, checks, credit cards and even auto pays of CC and ACH.  So I can trasfer all of this automatically to my excel sheet?  It would save me so much time on the 1st day of the month.

ESS

bbarnett said:

Then can you explain in detail how to export to excel in detail?

At the top of every report or print out, there is an "Export" option. I use that and export the docs to my desktop and access them there until I am ready to file them in a different file folder.

Orkocean

You can pull your receipt details report, export to excel and grab whatever info you would like.

bbarnett

Thank you Orkocean!!!