NOTE: If you are currently using the QB export to process Fintech order, be sure to reach out to your Fintech representative before you transition to Vinosmith to ensure that everything is processed correctly.

Here is how you can run it:

  1. Go to Orders screen
  2. Click on Export orders
  3. Select Fintech
  4. Select the supplier from the drop down menu
  5. Optional: Toggle Account Payment Provider to Fintech. (Please only perform this step if you have communicated with Vinosmith and aware of this setting. Otherwise just skip this step).
  6. Select a date range
  7. Click the blue Export button