Banking - Exporting Bank Transactions

There are times when we want to export old transactions to link to your newly created bank account. Exporting transactions feature on the Banking page has yet to be available but will soon be in the future. With these steps, you will be able to export the transactions that you need.

Quick Summary of Step-by-Step Guide: 

1. Go to your Chart of Accounts
2. Select the account you want to export
3. Click on the Export button
4. Download transactions

In-Depth Step-by-Step Guide:

1. Go to your chart of accounts. Click on the Mega Menu button then select Chart of Accounts under the Financial section.
   
   
   
   
   
   
   
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 it and take it to your new account where you can import all past transactions.

Note: If importing takes too long load, it might be choking on the large file (lots of records), you may able to get it to import by breaking it down into smaller files. 

Please be extra cautious deleting transactions.

SUCCESS!!! 

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