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Exporting the Auto Bank Reconciliation list to Excel

Updated this week

To export to Excel from the ABR:

  1. Click Financials

  2. Click Auto Bank Reconciliation

  3. Select the Statement being used

  4. Select the Status (Unreconciled, reconciled)

  5. Select All transactions you wish to export

  6. Click Export to File

  7. When the pop up appears, type in the name of the file followed by .CSV . This will convert the file to an Excel format.

  8. Open this file in Excel and then click Save As to save in the form of Excel format required.

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