Vendor & Purchasing Information

Much of your company's carbon footprint comes from the products and services you buy. Here's what we need:

You have two options:

• Option 1: Connect your QuickBooks Online account directly in the Aclymate app.
  
  

• Option 2: If you prefer, export and send a CSV file that includes:
  
  

• Date of Purchase
  
  

• Amount of Purchase
  
  

• Vendor Name
  
  

Example steps: How to pull the data from your accounting system

1. QuickBooks (Online)

✅ Steps:

• Go to Reports > run Expenses by Vendor Summary or Transaction List by Vendor.
  
  

• Customize the report to include Date, Vendor, and Amount.
  
  

• Click Export > Export to Excel or CSV.
  
  

2. Xero

✅ Steps:

• Go to Business > Bills to Pay or Reports > Purchases by Supplier.
  
  

• Filter by date range.
  
  

• Export as Excel or CSV via the export icon at the top right of the report.
  
  

3. Sage (Sage 50 / Business Cloud)

✅ Steps:

• Go to Reports > Purchases > Purchase Invoices or Supplier Purchase Detail.
  
  

• Customize to include Date, Vendor Name, and Amount.
  
  

• Export as CSV from the report viewer.
  
  

4. FreshBooks

✅ Steps:

• Go to Reports > Expenses or Payments Collected.
  
  

• Filter by date and vendor if needed.
  
  

• Export the report using the Export button (Excel or CSV format).
  
  

5. NetSuite (Oracle)

✅ Steps:

• Navigate to Reports > Purchasing > Purchase by Vendor Summary/Detail.
  
  

• Use filters and customization tools to include Transaction Date, Vendor, and Amount.
  
  

• Export via More Actions > Export - CSV/Excel.
  
  

6. Microsoft Dynamics 365 Business Central

✅ Steps:

• Use Purchase Invoices Report or Vendor Ledger Entries.
  
  

• Use Edit in Excel or export directly from list views.
  
  

• Customize columns in the web interface before export.
  
  

7. Wave Accounting

✅ Steps:

• Go to Reports > Purchases or Transactions.
  
  

• Filter for relevant vendors, categories, and date range.
  
  

• Export via Export Accounting Data (CSV) or directly from the report view.
  
  

8. Zoho Books

✅ Steps:

• Go to Reports > Purchases or Vendor Balances.
  
  

• Choose the time frame.
  
  

• Click Export as CSV/Excel from the top-right menu.
  
  

9. Odoo

✅ Steps:

• Navigate to Purchases > Reporting > Purchase Orders or Vendor Bills.
  
  

• Use filters to isolate purchase date, vendor, and amount.
  
  

• Use the Export button and customize fields for CSV/Excel.
  
  

10. SAP (Business One / S/4HANA)

✅ Steps:

• Use the Query Generator or Purchasing Reports.
  
  

• Fields to include: DocDate, CardName (vendor), DocTotal.
  
  

• Export the report via Excel export functionality built into the report viewer.