About nine months ago I made a move from managing the Community Experience team over to the product side of the house. My regular engagement with customers in Community Experience has provided perspective in my new role—I have a better sense of what our users want.
One frequent request we’d receive from our business customers was for Dwolla to implement some type of QuickBooks integration. Today I’m happy to announce that we took a major step forward, allowing users to get Dwolla transactions into QuickBooks more easily. Now, a Dwolla user can download a transaction summary as an .iif file which can be uploaded directly into the QuickBooks software.
While we were at it, the team also made improvements to how customers retrieve historical transaction data. Customers can now sort transactions for any 90-day date range and based on activity type, instead of being limited to a given month.
Need to look back several months or account for mass payments? Easy—just alter the input fields to your specification.
Our help article can answer more in-depth questions about the actual download process.
We hope that these changes make it that much easier to get insight into transaction history. However, we understand improvements can always be made, so please send any feedback to me at email@example.com on these specific changes—or any others you would like to see in the future.