In this tutorial, learn how to modify the fields in the Excel or CSV downloads that you get from the reporting screen in the gateway. You’ll discover how to create reports with only the data you need to see and how to select your custom report when downloading a report [...]
MX Merchant QuickBooks ExportSince all Dharma accounts are granted free MX Merchant access, you’ll always be able to login to the MX system and view past transaction data, which can be easily exported to an Excel file for QuickBooks import. Here are the steps you’d take to reconcile with QuickBooks: First, login [...]