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How do I export my business transactions?
How do I export my business transactions?

Learn how to download your transactions as a CSV or QBO file

Updated over a week ago

This article is intended for business accounts.

Exporting transactions from your business accounts ensures clear record-keeping, facilitates collaboration with accountants, and provides a reliable backup. It also enables better financial analysis and integration with tools like accounting software.

How do I download my business transactions?

You can download your transactions as a CSV or QBO (QuickBooks) file.

From a web browser:

  1. Log in to your Adro account

  2. Select 'Transactions'

  3. Click 'Export' in the top right corner, then choose between a CSV or QBO file.

What is a CSV file?

A CSV (Comma-Separated Values) file is a simple text file used to store data in a structured table format.

CSV files can be opened by a variety of programs, including:

  • Spreadsheet Programs: Microsoft Excel, Google Sheets, or LibreOffice Calc.

  • Text Editors: Notepad (Windows), TextEdit (Mac in plain text mode), or any other text editor.

  • Database Tools: MySQL, PostgreSQL, or other database software.

  • Specialized Data Tools: Python (using libraries like pandas), R, or Power BI.

Many software applications support CSV files because of their simplicity and wide use in data exchange.

What is a QBO file?

A QBO file is a QuickBooks Online Bank Statement file, used to import electronic bank statements into QuickBooks software. It helps businesses synchronize their online banking data with QuickBooks for easier financial management.

Programs that can open QBO files include:

  • QuickBooks Desktop and QuickBooks Online (both developed by Intuit)

  • Some third-party tools like FreshBooks

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