Business Admin User Guide_Company Use

Admin User Guide

Downloading the Transaction List You can download the list of transactions to the following formats and financial software programs: ➢ Excel/Spreadsheet (.csv) format ➢ Excel ➢ Text (tab spacing) format ➢ Quicken (QFX) ➢ Quickbooks (QBO) To download the list, perform the following steps: 1. Click the download icon in the Transaction Details section.

2. Click on the format option that you want and save the file to a specified location on your computer.

View Transaction Details To view the details of a transaction, perform the following steps: 1. From the Transaction Details page, click on a transaction row to view the details of that transaction.

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