Download to csv file

Dbode · ‎Jan 9, 2023

We would like to be able to download our completed reports to csv file. Currently our accounting is connected to QuickBooks. I wanted to customize Expense File Export, however, it states: "Because you are using an ERP integration, you do not need to configure the extract file. Transactions will post directly to your ERP upon processor approval." Anyway to be able to do both? We are in the process of retiring QuickBooks and moving to NetSuite. We have an overlap. Any help would be greatly appreciated.

KevinD · ‎Jan 10, 2023

@Dbode I recommend posting this in the Admin Group. This forum tends to be more end user related whereas the Admin Group will have those that have or still do work with QuickBooks to see if this is possible.

If I had to guess, because you are connected to QB, the system will put the file only in the format accepted by QB.

Thank you,
Kevin Dorsey
SAP Concur Community Manager
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