Importing and exporting data > Managing import and export records
You can choose export options in the Export File window. The selections vary depending upon the type of information you’re exporting.
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Accounts. If you’re exporting accounts, select to export account balances from the current or previous fiscal year, then select the period whose ending balances you want to export.
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Customer, vendor, employee or personal cards. If you’re exporting customer, vendor, employee or personal cards, you can restrict the people whose records you export by entering identifiers and ZIP codes.
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If you enter more than one identifier in the Identifier field, records will be exported only for those people who have been assigned all the identifiers you entered.
If you enter a partial ZIP code in the ZIP field, records will be exported for all people whose ZIP codes match the sequence of numbers you entered.
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Transaction journal entries. If you’re exporting transaction journal entries, choose the journal you want to export from. You can also select a time period to restrict the journal entries to export.
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If you’re exporting transactions from the Receipts journal, you can even choose which type of receipt you wish to export -- Receive Money, Customer Payments, Vendor Refunds or All.
If you’re exporting transactions from the Disbursements journal, you can also choose which type of disbursement you wish to export -- Spend Money, Pay Employees, Pay Bills, Customer Refunds or All.
