The Export File window enables you to set some of the criteria that will determine what data will be exported from your company file.
Select whether you want to save the exported data in a tab-delimited or comma-separated text file format. In a tab-delimited file, the data is separated by tab spaces. In a comma-separated file, the data is separated by commas. If you will be importing this data into another company file, you can select either format.
Select whether you want the first record in the export file to be a header record or a data record. If you select Header Record, the first record in your export file will contain the field names. If you choose Data Record, the first record in your export file will contain data. If you will be importing this data into another company file, you can select either format.
This field appears only if you’re exporting cards, reminder logs, activities, sales or purchases.
Type the identifiers you want to use to filter the cards and transactions that are exported. Only the cards who have been assigned all of the identifiers (or all of the transactions whose assigned cards have the identifiers) will be exported.
Type the ZIP code you want to use to filter the cards that will be exported. You can enter a partial ZIP code (for example, the first three digits of the ZIP code) to include all cards whose ZIP codes begin with the numbers you have entered.
Select the journal from which you want to export journal entries. If you select Disbursements or Receipts, you can also choose the type of disbursements or receipts that you want to export.
These fields appear only if you’re exporting journal entries, activities, inventory adjustments, reminder logs, sales or purchases.
Enter a date range if you want to filter the transactions that will be exported to only those that are dated within those dates.
Select the custom list entries you want to use to filter which cards will be exported. Only the cards that have all of the custom list entries you specify will be exported.
