How to access and download settlement related data?

Overview:

On the Account Details page of the QuickBooks Bridge app, you’ll find a Settlements section that displays a few settlement records for reference. To view the complete list, click the ‘View All Settlements’ button at the bottom of the section. This will take you to the All Settlements page, where you can apply various filters or use the search bar to locate specific settlement-related data. If you need to download a particular settlement, simply click the Download button next to the corresponding line item.

Detailed Information:

The Parex app offers an easy way to track your settlement records directly from within your Shopify Admin. Whether you need a quick overview or a deep dive into specific settlement details, our app provides intuitive navigation and filtering tools to help you find and export the data you need.

Follow the steps below to access all settlement data and download it.

1. Go to the Account Details page of our app by clicking on the QuickBooks Bridge app name.

2. Scroll down and locate the Settlements section and click on the ‘View All Settlements’ button.

3. All settlements will list down all the settlements with various details similar to the one displayed in the Account Details page.

4. You can apply various filters from the top and use the search option to search for the specific settlements.

5. To download the settlement data, click on the download icon.

It’s a simple way to view and download the required settlement data.