How to export your transactions to CSV

Payments

Here is how to export your transactions to a CSV file, for your bookkeeping or your accountant.

You will need a few sales.

  1. Go to Sales, then Transactions.
  2. Filter by date if you only need a certain period.
  3. Tick the transactions to export, or select all, and click Export to CSV.
  4. Choose the information to include and the separator for the columns.
  5. Click Export. A message confirms the export started.
  6. Open the email Your exported invoices in your account inbox and click the link to download.
ScreenshotThe Export to CSV popup
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