I attended the webinar yesterday to learn how to export my expenses so they could be uploaded to Quickbooks. I thought I understood the instructions, but when I tried to do it myself, I came across some other issues.
I created a custom expense sheet with different column headers than the ones on the standard Clarizen expense sheet.
- How can I export this information? It will need to be in CSV format so we can upload it to Quickbooks.
- Will I need to create a custom report? Your standard Project Expense Summary report does not include the new columns I added to our custom expense sheet; it also includes our logo and some other items I do not need for Quickbooks. If yes, how do I do this? When I tried to create a new report, the custom fields I created for our column headers do not appear in the list of fields that I can add to my report.
- How do I download the receipts people have uploaded with their expense sheets?
Thanks.