Editing an export template

1 minute read

Once an export template has been created, it may be necessary to make adjustments to ensure the template reflects current requirements or changes in your accounting process. 

Editing a template allows you to modify the fields, adjust the column order, or apply other necessary tweaks to maintain consistency in future exports.

How to edit an export template

1. Navigate to the Settings and Tools tab

2. Select Exports

3. Select Export Templates

4. Find the template to edit

5. Click on the three-dot menu next to the desired template and click Edit Template

Here you can make the relevant changes to the template. Once the necessary changes are made, save the changes. The updated template will now be available for all future exports, ensuring consistency and updated rules.