Export transactions for accounting, reconciliation, or your own records. The export can include only the data your access allows you to view.
Where: Transactions → Export, or an account’s Transactions tab
Presets: Everything, For accounting, and Just the essentials
Download: from the Export ready notification, available for 24 hours
Start the Export
Open Transactions → Export, or open an account’s Transactions tab and select Export.
Choose the Data
Select the date range.
Choose What I am looking at to use the current filtered view, or Every transaction for the available transactions in that period.
Select a column preset — Everything, For accounting, or Just the essentials — or choose individual columns.
Review the scope and start the export.
Tip: choose the amounts, currencies, fees, exchange details, account, merchant, and identifiers your reconciliation needs.
Download the File
Wait while the file is prepared in the background.
When it’s ready, you get an Export ready notification.
Click the notification to download the file.
The file is available to download for 24 hours. After that, create a new export.
Troubleshooting
Issue | What to do |
The file doesn’t match your expectations | Check the date range, current filters, export option, and selected columns. |
Records appear to be missing | Confirm your account permissions. See Roles and Permissions. |
You need to check a particular operation | Use Find and Review Transactions to inspect it before reconciling it against the CSV. |
Need Help?
Contact us through the support widget or at [email protected] with your organization, the date range and export option you used, and an example Transaction ID.