How to Export Expenses with Customer Field

kimhopkins

Hello!
When I have certain expenses that I want to charge back to specific customers (i.e. to be reimbursed by the Customer), I add the Customer in the Customer field of the transaction. Now I want to export all the expense transactions with the customer field in the CSV export. That way I can pivot the spreadsheet and see the expenses attributed to each Customer.

I can't find anyway to export expenses with the Customer field. None of the expense exports I've tried include the Customer field.

How do I do this?
Thanks!
Kim

JulianP

Hey @kimhopkins !

After testing our data export on my end, it looks like it does associate the customer with their respective transactions in the CSV. To export the CSV file, head over to Settings > Data Export > Export all transactions as CSV. I hope this helps!