Hi guys,
I’m trying to export the CSV of my linked bank account to send to my accountant to prepare accounts. I’ve added the notes but can’t seem to find a way to export the entire record…
any help would be hugely appreciated,
thanks
Exporting from the bank screen only allows 50 transactions at a time. You can get all transactions via reports…trial balance…choose the start and end dates…run the report…click on code 1200 (bank account) click the box to select all…export data and then choose “all ledger items for date range”
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Hello @hithere1
As an alternative, you could add your accountant as a user to your account under Account Settings > Team Management, then they can log in and get what they need.
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