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anthony_r_neal-y
Level 1

I have a large reconciliation journal prepared, which I would like to transfer into the CSV format recommended. Where can I find a template for this?

 
1 REPLY 1
Maybelle_S
QuickBooks Team

I have a large reconciliation journal prepared, which I would like to transfer into the CSV format recommended. Where can I find a template for this?

Hello there, Anthony. Let me share some details about exporting reconciliation to a CSV file.

 

Exporting reconciliation to a CSV is currently unavailable. However, you can export the report in Excel or PDF format and convert it to CSV.

 

Here's how:

 

  1. Go to the Reports menu.
  2. In the search bar, type Reconciliation Reports.
  3. Select the Account for the reconciliation report you want to view.
  4. From the Report period drop-down arrow, choose the reconciled date.
  5. Tap View report.
  6. Highlight the information on the report. Right-click and Copy the info.
  7. Open your Excel file and paste the information.

 

Additionally, exporting the information while reconciling an account is unavailable. For alternatives, see this article: How do I view, print, or export a reconciliation report?

 

If you need help personalising your other QuickBooks reports, see this article: Customise reports. You can also memorise it to save its current customisation settings. It serves as your record and helps you quickly access it for future use. 

 

You're always welcome to post any concerns you have in this space. I'll be here if you need assistance with QuickBooks or have follow-up questions about reconciliation reports.

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