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:
Generic Direct Expense (CSV)
Expense Summary (Excel)
MYOB Direct Expense (Excel)
Zoho Books (CSV)
Tip: If you don’t see your accounting platform listed, choose the Generic CSV option and map columns during import.
Cautionary Notes
Double-check that you’ve selected the correct Direct Expenses before exporting to avoid unnecessary data in your file.
Choose the export template that best matches your accounting software to prevent import or column-mapping issues.
Before importing, open the file and spot-check key fields such as Vendor, Date, Amount, Currency, and Expense Category.
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.