How do I download my transactions to Quickbooks?

To download all transactions to Quickbooks, from the Accounts page:

  1. Select the account that you want to download transactions for
  2. Select the statement period you’d like to download from the dropdown menu
  3. To load all transactions within the required period, scroll to the bottom of the transactions (if necessary, select Load more until all transactions are displayed and Current statement period total appears)
  4. Select the download icon at the top of screen
  5. Select Download as QuickBooks
  6. Save the file to your local drive

We're working to enhance the Quickbooks transaction download feature. A simplified version will be launched to all clients soon.

Last updated February 24, 2025