Step 1: Select Direct Expenses
Go to your Extractions page. You can select Direct Expenses in several ways:
Manually select individual Direct Expense transactions
Use Extraction filters to show only Direct Expenses, then click the checkbox beside Extraction to select all visible items
Use the keyboard shortcut Shift + E to select all visible Direct Expenses
💡 Tip: Selecting multiple Direct Expenses at once allows you to export them in bulk, saving time.
Step 2: Click Export
Once your Direct Expenses are selected, click the Export button.
Step 3: Choose Export Format
You’ll be prompted to choose an export format. Available options include:
AutoCount Cloud (Excel)
AutoCount Desktop (Excel)
freee (CSV)
Microsoft Dynamics 365 (Excel)
MISA ASP (CSV)
MISA Offline (CSV)
Money Forward Cloud Accounting (CSV)
MYOB Direct Expense (Excel)
Sage UBS Accounting (Excel)
SQL Accounting
Winton (Excel)
Zoho Books (CSV)
弥生会計 (CSV)
💡 Tip: If you always export to the same accounting software, for example freee, set CSV Export Target to that software in Entity Settings → Features. Your exports will then use that template automatically, so you don't have to scroll through the full list each time.
If you switch between multiple export templates, keep CSV Export Target set to None so you can choose the template at export time.
Tips for Efficiency
Use filters (date range, vendor, or status) to export smaller, more manageable batches.
Export Direct Expenses regularly (weekly or monthly) to keep your accounting records up to date.
Keep a consistent export format to minimize manual adjustments during import.