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Export your bank transactions

Created on  | Last modified on 

Summary

How to export a list of banking transactions from Sage Accounting.

Resolution

  1. Go to Banking and open the relevant bank account.
  2. Use the From and To boxes to set the correct date range and select Search.

    TIP:

    Select More and choose a specific transaction type from the Type dropdown to further filter your transactions.

  3. Select the checkbox for each transaction.
  4. Once you’ve selected the transactions to export; from the action toolbar, select the CSV Comma-Separated Values (CSV) icon. or PDF PDF icon. icon.
  5. The file automatically downloads to your browser.

NOTE:

At the bottom of the window, you can specify how many records you want to appear on the page in the Show XX records list. Use the arrow buttons to navigate between pages.