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Exporting Date to import to QuickBooks Online

Posted: July 14, 2020 at 5:03 am


InfinityBC

July 14, 2020 at 5:03 am

Hi All

We have just started using Event Espresso, after selling event tickets I will need to export the data to our accounts program Quickbooks online.

What’s the best way via a report?, i’m having trouble finding the best way.

Thanks for your help.

Regards

Mark


Tony

  • Support Staff

July 15, 2020 at 3:29 am

Hi there,

The only export fucntions we have within Event Espresso is the registration CSV.

To get an export of a single event’s registrations you go to:

Event Espresso -> Events -> {hover over event} -> Registrations.

You’ll now have a list of all registrations for that event, at the bottom of the list is an ‘All Registration CSV Report’ button. Click that and you’ll download the CSV of registrations.

Is that what you are looking for?


InfinityBC

July 15, 2020 at 3:35 am

Hi Tony

Thanks for coming back. I need a way to move the financial data over to an accounts program.

Will this export include financial data with tax and a transaction number, then I can probably link up form there.

Do you know how other clients account for transactions in other accounting programs?

Regards

Mark


Tony

  • Support Staff

July 15, 2020 at 4:57 am

Will this export include financial data with tax and a transaction number, then I can probably link up form there.

The report includes the EE transaction number, the Gateway payment transaction number, total amount due and amount paid by default although it is filtered so you can add additional columns with custom code if needed?

Do you know how other clients account for transactions in other accounting programs?

Sorry, but no I do not.


InfinityBC

July 15, 2020 at 5:25 am

Cracking, ok that’s perfect, when I get working smoothly Ill post to try and help others.

Cheers buddy.


Tony

  • Support Staff

July 15, 2020 at 5:36 am

You’re most welcome.

Whilst I can’t really help on the Quickbooks side if you do find you need additional details in the registration report we may have a snippet available to do so.


InfinityBC

July 18, 2020 at 4:03 am

Hi Tony, right I think I’m there. Zapier pulling from a spreadsheet is doing the trick.

I could do with two extra fields in the report if it’s possible.
Ideally looking for
Sub Total – e.g. £5
Tax % – e.g. 20.00 or 0.00
Vat Amount – e.g. £1.00 or £0.00

Thanks so much for your help here.

Regards

Mark


InfinityBC

July 21, 2020 at 8:40 am

Hi All,

I’m looking for three extra fields in the registration CSV report if it’s possible.

I’m looking for
Sub Total – e.g. £5
Tax % – e.g. 20.00 or 0.00
Vat Amount – e.g. £1.00 or £0.00

Thanks so much for your help


Tony

  • Support Staff

July 21, 2020 at 3:47 pm

Hi Mark,

How comfortable with PHP are you?

We have a snippet that will add the Total Tax value (Vat Amount) to the CSV but it would only do so for the primary registrant, meaning the full transaction.

So in the registration report, I assume you would need SubTotal and Vat Amount shown on the primary registration but I’m guessing Tax would need to be shown for each individual registration in a group as you may have tickets that are taxable and others that are not?


Tony

  • Support Staff

July 21, 2020 at 4:06 pm

Side note – I’ve merged your additional thread for this into one so it is easier to follow.


InfinityBC

July 22, 2020 at 1:20 am

Hi Tony

Thanks for this. Pretty much beginner on PHP but I’ve inserted quite a few snippets in php files and php inserter plugins.

I actually think more than likely each group of tickets would either be with VAT or without, depending on which country we are in.

So thinking about it if we do have a Column that has the VAT total I can use Zapier to figure the rest out I think.

e.g. total – vat = subtotal
if vat = 0.00 then tax rate = 0.000
if Vat isnt = 0.00 taxe rate = 20.000

I think that wil work with the extra column.

If you can point me in the right direction of what and where to add, I would love to have a go.

Regards

Mark


Tony

  • Support Staff

July 22, 2020 at 4:48 am

This snippet:

https://gist.github.com/Pebblo/fa50e1f659b0d2e8ccbb9c7d09bd8e38

Adds 3 columns.

‘SubTotal’ (subtotal for all items)
‘Taxable SubTotal’ (subtotal of taxable items)
‘Tax Total’ (the total tax value for the transaction)

It is also possible to pull the tax rate used if needed.

You can add that to a custom functions plugin on your site, we have some documentation on creating one here:

https://eventespresso.com/wiki/create-site-specific-plugin-wordpress-site/

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