Print and export transactions - Commercial

Filter, download, and print transaction history in multiple formats including CSV, OFX, and BAI2.

Here's how to print or export your transactions:

Select Accounts > Account details from the main menu.
Select an Account Group and Account to view the account details.
Select Transactions to see the detailed transaction list.
Use the filters to narrow results by description, type, date range, or amount range.
Select Export to download in your preferred format. Choose CSV, OFX, or BAI2.

Select Print to print the filtered transaction list.

More on 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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