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ShipTo Address Exporter

Usage

 

Select ShipTo Address Exporter from the Plugins menu of Qxtender.

If Qxtender is already connected to QuickBooks, you will see the Data Mode type, year version of QB, and the name of the company in the title bar of Qxtender.

If the plugin supports the current Data Mode it will open when the menu item is selected (so skip to next step).

If the current Data Mode is not supported, a message will be displayed informing you which Data Modes the plugin does support. See this page for instructions on changing the Data Mode.

 

The Plugin opens, with the Notices tab displayed.

Please read the notices on this page.

The Version Information section includes a Check Plugin Version link that will open your browser to the information web page for this product, on which you can compare your current version to the latest. If a new version is available, run Qxtender's Online Update utility to update to the latest version.

The Related Information section includes links to helpful information, if available.

 

Click the Setup tab.

This is where you set options prior to running the plugin's Get Data operation.

The Retrieve ShipTo address data... options allows you to choose from which transaction types to retrieve data.

The Date range... option can be used to reduce the number of transactions retrieved based on QB's standard date filtering (see below for examples).

You can also choose to include the Billing Address and Shipping Address from each customer in the customer list. When connected to QB 2013 or later, selecting this option also retrieves all the ShipTo addresses in the customer's ShipTo Address list. This method is quicker than retrieving them from transactions, however there is no assurance that all ShipTo addresses in transactions were saved to the customer's ShipTo list by the user. And there may be addresses in the ShipTo list that aren't found in transactions. So we recommend enabling both methods to ensure you get them all.

You can choose whether to include Inactive entities or discard incomplete address information.

Lastly, there are two fields you can choose to ignore when duplicate addresses are removed during processing. Normally, all fields in each row are compared, and only exact duplicates are removed. However, when this option is selected, the specified field(s) are ignored during the comparison. For example, if you select to ignore the Shipping Note, if 3 rows have the same information except that the note is different in each, 2 will be removed.

 

Examples of date range filtering are This Calendar Year-to-Date, as shown here, or...

 

... or date range Custom..., as shown here.

 

Click the Get Data tab.

Click the Get QB Data button.

 

The plugin begins sending requests for data to QB, and storing the returned data. A dialog displays during this process providing information about the data being requested and progress of the operation.

Once the data has been retrieved from QB the Data Mode progress dialog will close.

Next, the plugin performs any additional processing on the data based on setup options, then sets the grid headers and fills the grid with the data.

While the plugin is processing the data and filling the grid, progress information will be displayed in the plugin's task bar (at the bottom of the form).

 

When the Get Data operation has completed, the settings in effect are displayed, the Record Count is shown, and the grid has been filled with data.

The purpose of putting the data into a grid in the plugin, rather than just exporting it directly to file, is that it gives you a quicker way to check the data for any reason to change the settings.

You can re-run the Get Data operation as many times as you wish, in case you have changed the plugin's settings, or changed or added data to QB. Any existing data in the grid will be removed and replaced.

Since there are a lot of columns of data, they are quite narrow at the plugin's default size. You can of course resize the window to widen it, which will expand the column widths.

 

To display a pop-up window with the data from a single row, double-click the row. The window will stay on top, and you can double-click other rows to display their data.

You can also delete the selected row in the grid by pressing the DELETE key. You can select a range of rows for deletion by clicking one row, then SHIFT+CLICK on another row.

 

When you are ready to export to file, click the Export tab.

Click the Save address data to file... button.

A standard file save dialog will open. The filename will be pre-filled with a default name which includes the current date. You may change it if you choose and select a different folder. The default file format is comma-separated (CSV), but you can change to tab-delimited if you choose. Click the Save button on the file dialog.

 

Once you have saved the data to a file, the file name and the location of where on your system you chose to save it is displayed.

Several options are provided to easily open the file in Excel, or other applications.

 

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