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Allow CSV export of marketplace transaction and account data #50

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jkwade opened this issue Aug 30, 2012 · 8 comments
Closed

Allow CSV export of marketplace transaction and account data #50

jkwade opened this issue Aug 30, 2012 · 8 comments

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@jkwade
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jkwade commented Aug 30, 2012

I'd like to be able to export my marketplaces transaction history via CSV. Currently, there is no way to do so from the Balanced dashboard.

@matin
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matin commented Sep 26, 2012

Working on adding this functionality to the dashboard.

@bgatewood
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+1. This would make account reconciliation and financial reporting easier. Other formats to consider: QuickBooks, NetSuite, Intacct, Dynamics. (Take a look at what Bill.com supports.)

@amomusik
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amomusik commented Nov 5, 2012

+1. This is definitely needed to support our business. QuickBooks would definitely help.

@rmanisha
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+1 from Fancy for Quickbooks export format

@josephwegner
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+1 for sure. Especially for quickbooks export

@quellhorst
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Being able to download a CSV format of all the transactions & accounts via the API would be very helpful to make sure the history in our system's database matches what balanced has... Like if a webhook call isn't received.

That same CSV data could be used to do reports in excel or import into other software. I think there should also be a link somewhere in the dashboard for downloading this data.

@NihalPartha
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+1 for QuickBooks Export

@mahmoudimus
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We are addressing this issue in our new dashboard: balanced/balanced-dashboard#11

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9 participants