Forum Discussion

AndrewGGC's avatar
AndrewGGC
Member
3 years ago

Exporting transaction data to excel

Am I missing something - I just want to export transaction data to a csv file.  Ideally I just want to use the "find transactions" function (from Banking) but then have an Export option or something ...
Isaiah_C's avatar
Isaiah_C
MYOB Moderator
2 years ago

Hi AndrewGGC 

 

Thank you for the post and I'm happy to assist you with this. Are you referring to exporting reports into CSV file? If that's the case, we only have excel. You can download the excel file, open the file then save as and change the file format to CSV.

 

 

Please let me know if you need further help.

 

If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

 

Kind regards,

Sai

AndrewGGC's avatar
AndrewGGC
Member
2 years ago

Hi Sai,

 

I know I can export data from the Reports menu into excel, what I was hoping to do was be able to export  any retrived from using the Banking/Find Transaction menu option.

 

regards

Andrew

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    2 years ago

    Hi AndrewGGC 

     

    Thank you for your patience. When you go to Find Transactions and when you right click, can you take a screenshot of the only available option. In case there's a sensitive information, please cover it for security purposes.

     

     

    Please let me know if you need further help.

     

    Kind regards,

    Sai

    • deepakpratap's avatar
      deepakpratap
      Member
      2 years ago

      Has this been resolved?

      I want to export the transactions to excel.

       

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