thread Re: cash transaction on report in Archived Discussions (Read Only)

cash transaction on report

cromeo — Thu, 06 Jun 2019 13:28:26 GMT

I'd like to pull a transaction report that also lists which transactions are cash and which are credit. Is this possible to pull an item sales report with this info? Thanks!

Re: cash transaction on report

GlassJudy — Thu, 06 Jun 2019 15:49:06 GMT

From your PC's Dashboard, click on Transactions and set the selecter to the date range you need. Then click on Export in the upper right-hand corner, then click on Transactions CSV. Square will export a file with all the information you need, and you can open the file in a spreadsheet program and sort the data the way you need to. You'll get a lot of information you probably don't need too, but I can't find another way to get the cash/credit notes that you want.

Re: cash transaction on report

cromeo — Thu, 06 Jun 2019 18:29:02 GMT

Thank you. This is how I have been pulling the data but it does not list cash or credit for each transaction.

Re: cash transaction on report

GlassJudy — Thu, 06 Jun 2019 18:31:56 GMT

Are you using the Transactions CSV choice on the Export menu? Because neither of the other two will give you the cash/credit figures, but the transactions CSV will. At least that’s how it works on my system.

Re: cash transaction on report

GlassJudy — Thu, 06 Jun 2019 19:54:41 GMT

Here's a screen shot of part of our recent sales:

Re: cash transaction on report

cromeo — Thu, 06 Jun 2019 23:29:34 GMT

Thank you! That is what I am looking for. Which report are you looking under?

Re: cash transaction on report

GlassJudy — Thu, 06 Jun 2019 23:55:01 GMT

From your PC's Dashboard, click on Transactions

Then set the date range (upper left-hand corner)to what you need it to be. Then click on Export in the upper right hand corner, and click on Transactions CSV:

You'll be asked to choose the location to which the file should be saved. Once it's been downloaded, open it with Excel and you'll see way more information than you need.

Good luck.

Re: cash transaction on report

cromeo — Sat, 08 Jun 2019 11:56:15 GMT

Thanks for posting the steps for me! I appreciate the insight! This detail will help tremendously.

Re: cash transaction on report

GlassJudy — Sat, 08 Jun 2019 15:07:05 GMT

You're welcome. You'll find lots of people eager to answer any questions you have, here in the user community.