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Custodian Export of Billing Information

To perform a custodian export of billing information:

  1. On the Billing menu, click Billing History.

  2. In the Find Data For list, choose an account set or household that you want to export. To select all billing information, search for All Accounts. The groups that will be exported are determined only by your selection in the Find Data For list, and are not influenced by selections in the check boxes.

TIP

If you use multiple custodians, it's best to create an account set for each custodian and then perform a custodian export for each custodian separately. Once you create the sets, you can use the Find Data For list to filter by custodian.

  1. Click Export Data.