Exports

The Credit Card Token section shows all credit card tokens in use. To export the list of tokens to Excel, click Export to Excel. The exported worksheet shows this information: Customer Number Customer Status Account Name Token Billing First N...

Data Backup is used to export your Managely data.  To export data: Select a date range. Click the Export button. At the message “Are you sure you want to export?” click Yes. When the data export is finished, a Download button appears beside th...

The eCheck Token section shows all eCheck tokens in use. To export the list of tokens to Excel, click Export to Excel. The exported worksheet shows this information: Customer Number Customer Status  Account Name Token Billing First Name Bil...

Under Exports, the QuickBooks option allows you to export invoices, credits, and payment transactions to a file that can be imported into QuickBooks. Only reconciled transactions are exported. Once transactions are exported, they are locked for edit...