If you ever need to save or export a list of your transactions, ZipBooks makes it easy!
- Log in to ZipBooks and click on Reports at the top of the screen.
- In the Accounting and Tax section, click on General Journal.
- Filter your list of transactions by Tags, Date, View and Transactions.
- To save a copy of the report, click Export in the top right corner.
The list of transactions you’ve created will be automatically downloaded as a CSV file–simple!
You can also export to CSV from the Transactions page. In the top right of your list, hover over the pagination number. For example, where it says “1-100 of 532,” click on 532 and a complete record of your transactions will export automatically.
Note: This kind of quick exporting is only available on the Sophisticated plan.