QuickBooks Desktop Export: Exporting Data from Rev.io
This article walks you through exporting financial data from Rev.io for import into QuickBooks Desktop. See the QuickBooks Desktop Export: Overview article for prerequisites before getting started.
Navigating to the Export Tool
Log in to Rev.io and navigate to Admin in the main navigation.
Click Bulk Tools.
Select QuickBooks Desktop Export.
Selecting Data to Export
You will see four options for the type of data you can export. You can select one, multiple, or all entity types at once. Use the Select All / Deselect All link to quickly toggle all options. The following entity types are available for export.
Customers
Field
Description
Customer Name
Full customer or company name.
Active
Whether the customer is active (1) or inactive (0).
Contact Phone
Primary phone number.
Email
Primary email address.
Bill To Line 1
Billing address line 1.
Bill To Line 2
Billing address line 2.
Bill To City
Billing city.
Bill To State
Billing state or province.
Bill To Postal Code
Billing ZIP or postal code.
Bill To Country
Billing country.
Account Number
Rev.io account number.
Invoices
Field
Description
Customer
Customer name the invoice belongs to.
Reference Number
Invoice number.
Transaction Date
Invoice date.
Item
Product or service name for the line item.
Description
Line item description or notes.
Quantity
Number of units.
Price
Price per unit. QuickBooks calculates the line total automatically.
Payments
Field
Description
Customer Name
Customer who made the payment.
Check Number
Payment grouping key (payment ID from Rev.io).
Amount
Payment amount.
Transaction Date
Date payment was received.
Payment Method
How the payment was made, such as check or credit card.
Apply To Invoice
Invoice number the payment applies to.
Memo
Additional payment notes including the original reference number.
Purchase Orders
Field
Description
Vendor
Vendor or supplier name.
PO Number
Purchase order number.
Transaction Date
PO date.
Expected Ship Method
Shipping method.
Vendor Message
Message to the vendor.
Memo
Internal memo or notes.
Ship To Entity
Ship-to company or contact name.
Ship To Line 1
Shipping address line 1.
Ship To Line 2
Shipping address line 2.
Ship To City
Shipping city.
Ship To State
Shipping state or province.
Ship To Postal Code
Shipping ZIP or postal code.
Ship To Country
Shipping country.
Item
Product or part name.
Description
Line item description.
Quantity
Number of units ordered.
Rate
Cost per unit.
Mfg Part Number
Manufacturer part number or SKU.
Choosing a Date Range
Select the date range for your export. The following options are available.
Option
Description
Since Last Export
Exports all records created or modified since your last successful export. Recommended for ongoing use to avoid duplicate data.
Last 7 Days
Exports records from the past week.
Last 30 Days
Exports records from the past month.
Last 90 Days
Exports records from the past three months.
Custom Range
Select specific start and end dates using the date picker.
NOTE: Export in date ranges of six months or less for best performance. Larger ranges may take longer to process and could result in timeouts. If you need data beyond six months, run multiple exports in smaller increments.
Downloading Your Files
After selecting your data types and date range, click Export CSV.
The system will process your export and display the record count for each entity type.
Download each CSV file individually using the dropdown arrows next to each data type name.
When you are done downloading, click Finish. Your export will be recorded in the export history at the bottom of the page, showing the date, data types, record counts, and whether the export succeeded or failed.
NOTE: If an export fails, click Retry to run it again. The error message will indicate what went wrong.
