This feature is currently in a limited beta, and QuickBooks Export on the Reports page (and its companion Settings > QuickBooks Export Mapping page) only appear once your team has been added to the beta. If you don't see them, your team isn't in yet — use Report a problem in the ? help menu to ask the TED team to enable it for your team. Once enabled, both appear for everyone on the team.
QuickBooks Export — under Tools in the list on the left of the Reports page — produces two CSVs shaped for QuickBooks' CSV import — no direct QuickBooks connection required. It uses the same From / To date range as the original reports and, if your team has legal entities set up, the same Entity filter.
Closed Deals
One row per deal closed or funded in the selected range: close date, address, deal type, legal entity, gross revenue, contract price, every expense category as its own column, total commissions, and Net Company Profit. Revenue is the full sale price, and Contract Price comes right after it — Revenue minus Contract Price is the Closing Revenue figure the rest of TED shows. The expense columns now include one for each flip and retail category (Rehab materials, Rehab labor, Permits, Utilities, Insurance, Property tax, Loan interest, Loan points & fees, Agent commission, Seller concession, and Staging & cleaning), placed before the Other column; if your import maps columns by header name, it isn't affected. Total commissions counts every commission line on the deal — earned or not, so a line that pays when the deal funds is included before it funds. Net Company Profit here is your true bottom line — it subtracts commissions, matching the per-deal P&L statement on a deal's Financial tab, not the dashboard's Net Deal Profit figure (which reports commissions separately for a different reason).
The close date is the deal's Actual Closing Date — else the date it funded, or closed if it hasn't funded yet — falling back to the expected closing date when none of those was recorded. A deal with no sale price yet still exports, with blank Revenue and Net Company Profit cells, and the Revenue and Net totals on screen leave it out — a note under the table says how many deals that is.
A deal with no date at all — no actual, funded, closed, or planned closing date — is never in the downloaded CSV, so it can't be booked twice across exports. Instead it's listed on screen at the bottom of the table under Needs a closing date, whatever date range you pick, and left out of the totals. Open the deal and set its closing date; it then exports in the right period like any other deal.
Vendor Payments
One row per logged expense in the selected range, across every deal regardless of status — date, vendor, category, mapped account, amount, the deal it's tied to, invoice number, and payment status. An expense with no vendor attached still exports, with a blank Vendor cell.
Mapping expense categories to your accounts
Before your bookkeeper can drop these CSVs straight into QuickBooks, map each of your expense categories to the matching QuickBooks account name at Settings > QuickBooks Export Mapping. This is a one-time setup step — once mapped, both exports use your account names automatically.
A category you haven't mapped yet still exports, under our own category name instead (like "Marketing" or "Contractor"), and QuickBooks Export shows a banner listing which categories are still unmapped so the gap is visible rather than silent.
Who can see this
Same as the rest of Reports — a permission set per role in Settings > Roles, defaulting to the Admin and Finance roles. See Where the original reports went and Roles and permissions.
Common issues
- Settings > QuickBooks Export Mapping shows a "Request QuickBooks Export access" button instead of the mapping tool — this feature is in private beta and your team hasn't been enabled yet, even if you navigate straight to the page. Select Request QuickBooks Export access to ask us to turn it on for your team.