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Export payment info from the Merchant Service Center
Learn how to export your payment info from the Merchant Service Center. You can export your transactions, deposits, and fees as a .csv file. Then open the file in any spreadsheet app.
| Note: A .csv (comma-separated values) file opens in most spreadsheet apps. Microsoft Excel, Numbers, and Google Sheets all work. If you're not sure which to use, ask whoever supports your computer. |
What you can export from the Merchant Service Center
You can export these three types of payment info as a .csv file:
Transactions — the individual payments you processed, including the date, amount, payment method, and status.
Deposits — the amounts QuickBooks Payments sent to your bank account, and what made up each one.
Fees — a summary of the processing fees charged to your account.
You can also download your monthly statements as .pdf files.
Before you start
You need the user ID and password for your QuickBooks Payments account.
If you have more than one payments account, sign in with the user ID for that account. Each account keeps its own records.
You can search any six-month period within the last 12 months. For more than six months, run more than one export.
The steps are the same for QuickBooks GoPayment, QuickBooks Payments for Online, and QuickBooks Payments for Desktop.
How to export your transactions
Export your transactions when you need a record of individual payments. It helps you reconcile your books or share your payment history with your accountant.
Sign in to the Merchant Service Center.
From the Activity & Reports menu, select Transactions.
Select the Dates dropdown, then choose the date range you want.
To narrow your results, select Show advanced options. Then enter the transaction ID or card expiration date. This step is optional.
Select Search.
Select Export to save your results as a .csv file.
| Note: To change which columns you see on screen, select the Add/Remove Columns dropdown and select the columns you want. |
How to export your deposits
Export your deposits when you need to match the money in your bank account to the payments you processed.
Sign in to the Merchant Service Center.
From the Activity & Reports menu, select Deposits.
Select the Dates dropdown, then choose the date range you want.
To narrow your results, select Show advanced options. Then enter the transaction ID or card expiration date. This step is optional.
Select Search.
To see which transactions make up a deposit, expand that deposit's row in the Fee column.
Select Export to save your results as a .csv file.
How to export your fees
Export your fees when you need a summary of what you were charged for processing payments.
Sign in to the Merchant Service Center.
From the Activity & Reports menu, select Fees.
Select the Dates dropdown, then choose the date range you want. You'll see a summary of the fees charged to your account for that period.
Select Export to save the summary as a .csv file, or select Print to print it.
How to download your monthly statements
Your monthly statement shows the payments and fees on your account for that month.
Sign in to the Merchant Service Center.
From the Activity & Reports menu, select All Statements.
Select View or Download for the statement you want.
Statements are .pdf files. You can get statements for the last 24 months.
Results
Your payment info is saved to your computer. Open the .csv file in your spreadsheet app to sort, filter, or share it. Keep the file with your other financial records.
Related links
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