Export Transactions to Accounting Software

GP Billing allows bills to be exported to Accounting software (SAP, Xero, Sage or Quickbooks)

Click the three lines at the top of the page and select the "Apps" button.

Select Export Transactions.

Setting up Export Transactions

Click the three dots at the top right of page, then select Export Configuration.

Use the Export Format dropdown at the top of the page to select the Accounting Software.

The text boxes are used to set certain values in the export file, the options will vary based on the selected Accounting software.

Once the desired changes have been made click the Close button and the bottom of the dialog.

Exporting Transactions

Use the checkbox at the top to select all transactions or the checkboxes next to the rows to select individual rows.

Click the blue Export Transactions button to export the selected bills. 

Click Yes.

Select a location to save the file and click Save. Once a transaction has been exported it will no longer appear on the list of transactions. If a credit note is raised in GP Billing after the associated bill has been exported, the credit note can be exported.

Re-export file

Click the three dots at the top right of page, then select Export Transactions History.

Locate the desired file and click the  button to remove it. Once deleted the transactions from the selected file will appear back on the list of outstanding transactions (as though they hadn't been exported).

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