What is it?
Exporting the Transactions Report as a CSV or IIF file will generate a file for import into your organization’s Quickbooks account or accounting software.
How to Access
Navigate to Financial > Transactions
1. To begin, select either “Export to CSV” or “Export to IIF” option.
2. The file will download, then open in Excel.
Using Filters and Ranges
By choosing a Filter or Date Range you are able to export the specific information needed from the Transaction Report.