How do I export Jeeves Pay payments to my ERP?

There are two options for exporting transactions to your accounting platform.

‍

Option 1: Download the CSV from the Dashboard tab and export it into your ERP.

Step 1: Navigate to your Dashboard and click on the Jeeves Pay tab.

Step 2: Click ⋮ and your desired file format.

Step 3: Import your downloaded file into your ERP.

‍

Option 2: Connect to one of our supported ERPs.

Jeeves Pay transactions are treated similarly to other credit card transactions.

‍

For details on how to connect to QuickBooks, click here.

‍

For details on how to connect to Xero, click here.