There are times when we want to export old transactions to link to your newly created bank account. The Exporting transactions feature on the Banking page is not yet available, but will be in the future. With these steps, you can export the transactions you need.
 

Step-by-Step Guide:

1. Go to the Chart of Accounts page by clicking the Mega Menu (9 square dots) → Financial → Chart of Accounts.
    
2. Click on the amount of the account that you want to export.
   
   
    
3. Click on the export tab and make whatever adjustment you want.
   
    
    

4. Download the CSV file and take it to your new account, where you can import all past transactions.

   

   Note: If the import process takes too long to load, the system may be struggling with a large file containing many records. To resolve this, try breaking the file into smaller batches and importing them separately. Please be extra cautious when deleting transactions.

    

SUCCESS!!! 

• Now we’re done learning how to export transactions.