Who can use this feature
- Owner
- Admin
Step-by-Step guide
- Go to the Account section (left menu navigation).
- Click the Transactions tab to see all account transactions.
- [Optional] To view specific dates:
- On desktop:
- click the
Last 30 Days dropdown next to the search bar. - Select your desired date range.
- On mobile:
- Tap the Filter (
) icon next to the search bar. - Select your desired date range.
- Click Apply to update the transaction list.
- (Optional) Use the filters at the top of the list to narrow down the transactions you want to export.
- Click the
CSV button. - A CSV file will download to your computer.
- Import the CSV file into your accounting software (e.g., QuickBooks® Desktop).
Compatible with most accounting software
You can import the CSV file into most major accounting platforms, though it may need minor adjustments to match your software’s required format (such as column order or labels).
If you're unsure how to import a CSV file or need help with the required column formatting, check your accounting software’s help documentation.