Editing an Export Profile for a Category/Subcategory

The Export Profile section allows you to create a standard export file format for a category/subcategory and to set up an automatic creation of this file.

Note:  Before editing the export profile, make sure all transaction collections for this category/subcategory have been processed.

Note:  You cannot edit the File Export Profile Name. To change this option, you must delete the incorrect or obsolete entry, and then add a new export profile.

To edit an export profile

1. From the Category Configuration List, select the category to modify.

2. Click the text link of the entry to modify in the Export Profile section.

3. Complete the changes as necessary. If the export profile type is CSV (with or without Headings), you may adjust the order of the fields by moving them to the desired position using the buttons on the right. The order displayed will be the order of the data fields in the CSV export file.
   OR
   To adjust a QuickBooks® profile, change which field names in the right column are matched with the QuickBooks fields in the left column.

4. Click Save. The revised entry appears in the Export Profile section.

5. Choose Return to List at the top of the page. Changes made to the Export Profile section are automatically saved.