How do I export transactions?

If you ever need to save or export a list of your transactions, ZipBooks makes it easy!

Here’s how:

1. Log in to ZipBooks and click on Reports at the top of the screen.

2. In the Accounting and Tax section, click on General Journal. 

3. Filter your list of transactions by Tags, Date, View and Transactions.

4. 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.