Export searched transaction to Excel or CSV file

NishNish Member Posts: 11

Is there a way to export searched transactions in Wave to an Excel or CSV file? If I did Menu > Accounting > Transactions > applied specific filter (eg. Category = GST) and clicked Apply, it shows all the transaction I was looking for.

Now, I would like to export this searched transaction as an Excel or CSV file - is that possible?

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Comments

  • JulianPJulianP Member Posts: 1,002 ✭✭✭

    Hey there @Nish ! You can definitely export a filtered transaction report in Wave :smile: . To do this, head over to Reports > Account Transactions (General Ledger), select the desired account from the "Account" drop down menu and press "Update report". You can then export the report in CSV or PDF format in the top right corner of the page.

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