> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getlemma.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Export transactions

> Export your transactions as a CSV or QuickBooks (.qbo) file to import into your accounting software.

You can export your transaction history as a CSV or QuickBooks (`.qbo`) file directly from the [transactions page](https://app.getlemma.com/_/transactions). CSV works with any spreadsheet or accounting tool, while `.qbo` is intended for QuickBooks Online and QuickBooks Desktop.

<Frame caption="The Export button lives at the top-right of the page.">
  <img src="https://mintcdn.com/tobiasgetlemmacom/tBQ2k63zt7QsVqzy/images/export-transactions.png?fit=max&auto=format&n=tBQ2k63zt7QsVqzy&q=85&s=751626a3de0a5947d7b8565d6675e613" alt="Transactions page showing the Filters and Export buttons" width="1000" height="168" data-path="images/export-transactions.png" />
</Frame>

## Export your transactions

<Steps>
  <Step title="Choose your provider">
    Transactions are automatically filtered to your current provider. If you
    manage multiple legal entities, use the provider switcher to select the
    right one before exporting.
  </Step>

  <Step title="Apply filters (optional)">
    Use the **Filters** button to narrow the transactions shown on the page. You
    can currently filter by account, with more filters coming soon. Any filters
    you set will carry over to your export.
  </Step>

  <Step title="Click Export">
    Click the **Export** button in the top-right corner of the page, then choose
    **CSV** or **QuickBooks (.qbo)**. Your browser will download a
    `transactions.csv` or `transactions.qbo` file.
  </Step>
</Steps>

## Importing into QuickBooks

In QuickBooks Online, open **Transactions → Link account** and click **Upload from file**. Select your `.qbo` file. In QuickBooks Desktop, use **File → Utilities → Import → Web Connect Files** and select the downloaded `.qbo` file.

## What's included in the export

<Tabs>
  <Tab title="CSV">
    One row per transaction with the following columns:

    <ResponseField name="Date">
      When the transaction occurred, formatted as `YYYY-MM-DD`.
    </ResponseField>

    <ResponseField name="Description">A summary of the transaction.</ResponseField>

    <ResponseField name="Amount">
      The transaction amount in US dollars (e.g. `$1,234.56`).
    </ResponseField>

    <ResponseField name="Bank Account Name">
      The name of the account the transaction belongs to.
    </ResponseField>

    <ResponseField name="Category">
      The [category](/guides/transaction-categories) assigned to the transaction,
      defaults to "Uncategorized".
    </ResponseField>
  </Tab>

  <Tab title="QuickBooks (.qbo)">
    The `.qbo` file uses the OFX 1.0 format that QuickBooks expects. It contains one statement block per account, each with:

    <ResponseField name="Transaction type">
      Classified as one of the standard OFX types (e.g. `DEP` for deposits, `DIRECTDEP` for incoming ACH, `CHECK` for outgoing checks, `POS` for card purchases). QuickBooks uses this to suggest the right account mapping.
    </ResponseField>

    <ResponseField name="Date">When the transaction posted.</ResponseField>

    <ResponseField name="Amount">Signed dollar amount (negative for money out).</ResponseField>

    <ResponseField name="Transaction ID">
      The Lemma transaction ID. QuickBooks uses this to deduplicate, so re-uploading the same file won't create duplicate entries.
    </ResponseField>

    <ResponseField name="Counterparty">
      Who you sent money to or received money from.
    </ResponseField>

    <ResponseField name="Memo">Full transaction description.</ResponseField>

    <ResponseField name="Routing number">
      The ABA routing number for the account.
    </ResponseField>

    <ResponseField name="Balance">
      The current account balance at the time of export.
    </ResponseField>

    <Note>
      Categories are not included in the `.qbo` file. If you need category data, use the CSV export.
    </Note>
  </Tab>
</Tabs>