Print and export transactions - Commercial
Filter, download, and print transaction history in multiple formats including BAI2, PDF, Excel, CSV, OFX, and QuickBooks.
Here’s how to print or export your transactions:
- Select Accounts > Account details from the top menu.
- Use the dropdown menus to select a membership and account.
- Select Transactions to view the detailed transaction list.
- Apply filters to narrow results by description, transaction type, date range, or amount range. Cheque images can be viewed by selecting the cheque description link where applicable.
- Select the download icon to export in your preferred format: BAI2, PDF, Excel, Text, OFX, Quicken, CSV, or QuickBooks.
- Select Print to print the filtered transaction list.
More accounts
Customize account groups (Commercial)
Rearrange, show or hide, and share account groups across your memberships. Get step-by-step instructions to customize them.
Link to accounting software (Commercial)
Connect commercial online banking to platforms like QuickBooks or Xero. Get step-by-step instructions to link your accounts.
Import transactions into accounting software (Commercial)
Download transaction history in CSV, OFX, or BAI2 and import it into your accounting software. Get step-by-step instructions to do it manually.
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Check out our support centre for step-by-step instructions on new and returning features.
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Phone:
Give us a call at 1.877.378.8728 to speak with someone right away.