How to Export Project Data
In a past article we answered the question, How Do I Export to QuickBooks? Today we would like to review exporting your project data so it can be utilized in other accounting software packages, your ERP, or backend system.
We first need to open a project and go to the Export/Import tab. Once open we will look for the section in the ribbon at the top of our window titled ‘Accounting Export'. Clicking the button within this panel will export the project data using the selected export template and its parameters. The current template associated with the button will have its name displayed within the panel. i.e. TRX, Generic, SODEXO, SAGERO, etc.
The export template and the parameters associated with it can only be set and changed by an admin level user at your company. These settings then filter down to all other AutoQuotes users at the company.
To change the template that's linked to the button or to change other export parameters associated with this button please see our more in-depth article here. How Can I Export Project Data?
If you have any questions or run into any difficulty, please contact AutoQuotes' support staff at 866.452.8324 or support@aqnet.com.
ABOUT THE AUTHOR: Judist Crews is the Manager of Technical Support at AutoQuotes. With 32 years of IT experience and 10 with AQ, Judist is a whiz at answering customer questions, troubleshooting and resolving technical issues. You may have seen him out and about, training and talking to customers at buying groups or other industry events. He is a Highest Honors graduate from ITT Tech with an AA in Electrical Engineering Technology. Other accolades include:
- ISCET Certified
- A+ Certified
- Apple Certified Desktop Technician
- Solaris Administration Certification