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Exporting Transactions

If you want to export your transaction data from your Helcim Account to a CSV file or QuickBooks Desktop, you can do so by using the Export option under the Payments section of your account.

To get started click on Payments and Export. Next, select the type of file you would like to export, either a CSV File or QuickBooks Desktop.
Once you have selected your export type, click Next.
Select your export options using the drop-down menus.

  • User – You can export reports for specific account users or all users
  • Currency – Select the currencies you want to view a report for
  • Terminal – Specify which terminals you want to export transaction information for
  • Misc. Tenders – Specify if you want to include all or some of your Misc. Tender transactions
  • Start Date – The first day of the data range you want to export
  • End Date – The last day of the data range you want to export
  • Email - This field is pre-filled with the email address for your account, you can edit it if needed
  • Date Format – Select your preferred date format
  • Transaction Status – Which transactions you want to view, either all, approved, declined, or in-progress

Once you have customized all of your options, click on Export in the top right-hand corner of your screen to generate your report. A confirmation message will appear confirming the export was successful and the report will be emailed to you.

When the .CSV file is ready it will be emailed to the address you entered and include the following details:

  • Order Number
  • Customer Code
  • Customer Name
  • Source of Payment
  • Card Type
  • Transaction Type
  • Approval Code
  • Date
  • Amount
  • Tip if Applicable
  • Currency
  • The User who Accepted the Payment
  • Status

Currently you are only able to export up to 6,000 transactions, if you are trying to export more then that the system will display a warning error.

Related Articles

An Overview of Helcim Payments
Viewing and Searching Transaction History
Processing a Sale or a Pre-Authorization on the Virtual Terminal
Processing a Refund or a Void
Processing a Reversal or a Refund
Viewing Your Credit Card Batches
Batch Report Actions Printing Emailing and Creating PDFs
Manually Settling a Batch
Managing Your Terminals and Customizing Batch Settings
Receipt Theme Designer
How to Process an EFT or ACH Transaction
ETF and ACH Batch Reports
Capturing and Managing Pre-Authorized Transactions
Using Helcim Fraud Defender
Processing a Multi-Currency Transaction in the Virtual Terminal
How to Send Payment Requests

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