Export Transactions

Transactions displayed in a grid can be exported from the Transactions page.

Select the transactions you want to export.
Right-click anywhere on the selection of rows and click Export > To Csv.
Navigate to the location you want to save the file. Enter the file name and click Save.

Open the extracted file in Excel to view the exported information.

Multi-Row Selection

By using the mouse and the keyboard, you can select multiple rows in a grid view, including items that are not next to each other (non-contiguous), even if they are on different pages. To clear all the selections made, click Deselect All or Refresh.

To Select	Do This
A single row	Click anywhere in the row.
Multiple non-contiguous rows	Click anywhere in a row. Hold down the Ctrl key and select the next row. Repeat until all rows are selected.
A contiguous group of rows	Click the first row of the group. Hold down the Shift key and select the last row of the group.
Multiple contiguous groups of rows	Click the first row of the group. Hold down the Shift key and select the last row of the group. Hold down the Ctrl key and select the first row of the next group. Press and hold Ctrl+Shift and select the last row of the next group.
Rows on multiple pages	Perform the steps for the row type you want to select. Repeat until all rows on the page are selected. Click the next page and repeat the procedure until all rows on all pages are selected.

Export Transactions Page

You can export transactions into a comma-separated values (.csv) format. Use this information for account reconciliation activities, journal entries, and manual matching. Transactions displayed as a result of filters will be the same that are exported to the .csv (exception is column specific filters will not be applied to the transactions exported).

On the Transactions page, click Export.
Select the data set or all data sets that you want to export.
Click Export.