Role: ✔ Accountant, ✔ Admin, ✖ Team Manager, ✖ Employee, ✖ Bookkeeper
Exporting transactions using Accounting CSV file can seem daunting, but it’s actually a straightforward process with the right steps. This guide will walk you through the essentials, helping you get your data organized and ready for analysis. We’ll cover how to use Accounting CSV to export transaction data in Summit. Let’s make this process smooth and straightforward!
How to Use Accounting CSV
1. On your Summit dashboard, click ‘Transactions’ on the sidebar.
2. You will be directed to the Transactions page, click ‘Export’.
3. Select ‘Accounting CSV’, and set the date range. Click 'Download'.
4. In the Export data to CSV template section, choose the type of template you want to export. If you are unsure of which template to choose, you can read the export guide on the right-hand side or click the links below to learn more about importing CSV inside the accounting software.
- Xero: How to Export Transactions to Xero using Accounting CSV
- Quickbooks: How to Export Transactions to Quickbooks using Accounting CSV
5. If you want to send the export details and download the link to your email, tick the checkbox on this section and type the recipient email address.
6. Once you’re done, click ‘Download & Send to Email’.
By using Accounting CSV, accountants can instantly download reports in the right template required by the accounting software, allowing them to upload directly to the accounting software without manually reformatting. Accounting CSV feature helps accountants complete their reports faster and with minimal effort.
Accounting CSV reduces the time and effort required to download the transactions, removes manual steps, and cuts the reconciliation process by 90%!
If you have any questions or need further assistance, don't hesitate to reach out to us at support@summitglobal.com. We're here to support you!