How do I export my ledger to CSV?
ForLandlordsProperty managers
Who can do this
Landlord; Organization users with Generate Financial Reports.
Where to find it
Accounting → ⋮ → Export ledger (CSV).
Steps
- In Export transactions, set the start and end dates.
- Optionally set the type (Income / Expense) and Status (Posted, Draft, Voided).
- Click Export CSV.
What happens next
A CSV for the range downloads.
Troubleshooting
"Start date must be on or before the end date."; "Select a start and end date."
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