How do I download my transactions to Quickbooks?
To download all transactions to Quickbooks, from the Accounts page:
- Select the account that you want to download transactions for
- Select the statement period you’d like to download from the dropdown menu
- 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)
- Select the download icon at the top of screen
- Select Download as QuickBooks
- 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