Accounting Export without Syncing

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Is there a way to run the accounting transactions with splits into CSV or Excel without syncing to Sage Intacct first?

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Hi @dklimek - great question! Yes - here’s how you can do it:

  1. Code your transactions with splits in the Accounting tab.
  2. Mark the transactions you want to export as “ready”
  3. Click on the “sync” button which should now reflect the number of transactions marked as ready. Instead of syncing, you’ll want to download the transactions.
  4. Choose to download the transactions as a CSV or Excel file (the button is next to “sync all”, or “export all”, depending on your ERP). This will create a CSV file of your coded & split transactions without syncing to Sage.

Please let me know if I can further clarify anything! :slight_smile:

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But we don’t want to sync yet? Once we sync, changes to categories etc can’t be change as easily. We want to be able to see the accounting pre sync. If this isn’t possible can we please get this logged as a possible enhancement. The real fix would be allowing the expense exports to reflect the splits properly.

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Sorry for the confusion - yes, this is possible! After following the above steps, if you click “download CSV” it will prompt you to select “mark synced” or “preview only”. By selecting “preview only”, it allows you to download the CSV, but doesn’t remove the transactions from the accounting tab.

This way, you’re able to see how transactions are coded (the splits) without syncing them over yet, because they will be left in the Accounting tab!

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