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How do I export a list of my transactions into a CSV file?

To download a list of transactions at any time, follow the step-by-step guide below to export a .csv file of your selected transactions including notes.

2. Once you're in your selected business' profile, click Transactions on the left-hand side menu.

Transactions menu screenshot

3. Navigate to Transactions within the navigation bar, then select Export.

Export option screenshot

4. Select the start date and end date within the calendar or use the arrows to navigate.

Calendar selection screenshot

5. Click the Export button and the CSV export will automatically download to your computer.

Export confirmation screenshot

6. A CSV file with the transaction information for your selected period will have now downloaded to your device.