How to Download Quickbook and Xero Export

 

How to Download Quickbook Export Using Custom Filter

Step 1 Go to https://route.instadispatch.com/#/viewinvoices

Step 2 Click on the button Custom Filter

Select From Date and To Date of the raised Invoices for which sage export is required

There are more options through which one can create filters 

1. Customer – Name of the business or customer
2. Invoice Raised Date – Date when Invoices generated
3. Invoice Due Date – This is the date when the Invoice will be due on the basis of Invoice terms.
4. From Date and To Date Combination – This is the date that has been selected at the time of the creation of the Invoice.
5. Invoice Reference: This is the Invoice number
6. Account number: This is the account number of a customer
7. No, of items i.e available in invoices
8. Total amount of the invoices
9. Customer contact number
10. Customer registered email address

 

 

Step 3      You may save the filters for later uses by providing a name to the filter and clicking the Save button, this message which appears once the filter gets saved successfully

 

 

One may select any filter and set that filter as the default view by clicking on the tick button so that with every reload the same filter result will get appear in the grid

 

 

Filters can be either deleted or reset by clicking on the  X  button and the reset button. 

To delete a filter- select the filter name from the dropdown and click on X

 

 

Step 4  Now one may download the Quickbook file by clicking on the top button.

Step 5 Now one may download the Xero export file by clicking on the top button, in consolidated/One line or In Line Items format