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Download Your Transaction Data

Download Your Transaction Data
 

Introduction

In addition to the ability to export your transactions to an accounting program, Greenback also gives you the ability to download a CSV file of your data. CSV files can easily be reviewed using many of today's popular spreadsheet applications including Microsoft Excel and Google Sheets.

How to download your transaction data

To download your transaction data, simply look for the download link under the transaction filter header (you will also find the search bar here). The download tool will only generate a file based on the current filters. For example, if you have filtered your transaction list to only include those transactions from the past month, the download tool will generate a file that contains only transactions from last month.

Download Types

There are two download file options available, "Transaction" files and "Line Item" files. Line Item files are available for paid plans only.

Transaction File

The Transaction File will download all transactions per your current view filters to a single CSV file. Each row in the file will represent a single order.

Column Description
ID Unique ID on the Greenback platform
Type The type of transaction (Sale, Purchase, Refund, Reimbursement)
Reference No Reference number of the transaction
Date Date of the transaction
Contact Originating source of the transaction
Buyer/Seller Name of the buyer or seller associated with the transaction
PO/Job Any Purchase Order or Job Order number associated with transaction
Currency The currency code of the transaction
Subtotal The subtotal of the transaction
Shipping Total The sum of all shipping charges
Fee Total The sum of all fees associated with the transaction
Discount Total The sum of all discounts associated with the transaction
Tip Total The sum of all tips associated with the transaction
Other Total The sum of other ancillary elements of the transaction
Tax Total The sum of all taxes associated with the transaction
Grand Total The grand total of the transaction
Number of Items The number of line items associated with the transaction
Shipments The number of shipments associated with the transaction
Payment/Deposit The payment type or settlement source of the transaction
Payment Type The payment type

Line Items File

The Line Items File will download all transactions per your current view filters to a single CSV file. Each line item within a transaction will be represented with it's own row in the CSV file. The reference number column can be used to group line items to their respective transaction.

Column Description
ID Unique ID on the Greenback platform
Type The type of transaction (Sale, Purchase, Refund, Reimbursement)
Reference No Reference number that can be correlated line item to transaction
Date Date of the transaction
Contact Originating source of the transaction
Item Code The item code of the transaction
Item Name The item name
Item Quantity The quantity of the item ordered
Item Price per Unit The price for a single unit
Item Total Price The total price of the item across all quantities ordered

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