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How to Export Direct Expenses in CSV or Excel Files

If you're not using an accounting integration, you can export Direct Expenses from tofu using pre-formatted CSV or Excel templates for easy upload into your accounting system. This also applies to read-only integrations. Follow the steps below.

Written by Jess B

Step 1: Select Direct Expenses

Only Ready Direct Expenses can be exported, so mark them Ready first. To find them quickly, go to your Extractions page and set the Extraction Status filter to Ready. You can select Direct Expenses in several ways:

  • Manually select individual Direct Expense extractions

  • 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. You can also include Direct Expenses that are already Exported, for example to re-export a batch with a different template.

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:

  • Access UBS (CSV)

  • AutoCount Cloud (Excel)

  • AutoCount Desktop (Excel)

  • BrightBooks Supplier Payments (CSV)

  • Bukku (Excel)

  • EPSON財務会計 仕訳データ (CSV)

  • freee (CSV)

  • Jaz (Excel)

  • Microsoft Dynamics 365 (Excel)

  • Million Business Software (CSV)

  • MISA ASP (CSV)

  • MISA Offline (CSV)

  • MJS Miroku 仕訳データ (CSV)

  • Money Forward - Invoice Compliant (CSV)

  • Money Forward Cloud Accounting (CSV)

  • MYOB Direct Expense (CSV)

  • MYOB Direct Expense (Excel)

  • MYOB Spend Money (CSV)

  • NetSuite Tax Override (CSV)

  • Odoo (Excel)

  • QuickBooks Desktop (IIF)

  • QuickBooks Desktop (IIF) - 2016

  • Sage UBS Accounting (Excel)

  • SQL Accounting (CSV)

  • tofu (Excel)

  • TR Cloud Head (CSV)

  • TR Cloud Item (CSV)

  • VT Transaction+ (CSV)

  • Winton (Excel)

  • Zoho Books (CSV)

  • キーパー財務 仕訳データ (CSV)

  • ジョブカン会計 仕訳データ (CSV)

  • ジョブカン会計 仕訳データ (取引先あり、コードなし)

  • フリーウェイ経理 仕訳データ (CSV)

  • 会計王 仕訳データ (Excel)

  • 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.

Step 4: Mark Done

After you export, your Direct Expenses move to Exported. Once you've imported the file into your accounting system, click Mark Done to wrap them up. To skip this step, turn on Auto-Done under Entity Settings → Features → Extraction Types → Direct Expenses → Document Lifecycle. You can also turn on Auto-Ready there, so clean Drafts move straight to Ready.

Learn more: Understanding Extraction Lifecycle in tofu

Tips for Efficiency

  • Use filters (date range, vendor, or extraction 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.

  • Use the Ready filter to see which Direct Expenses haven't been exported yet before starting an export session.

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