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 |