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How do I export transactions?

If you ever need to save or print out a list of your transactions, ZipBooks makes it easy!

Here’s how:

  1. Log in to ZipBooks and click on Reports at the top of the screen.
  2. In the Accounting and Tax section, click on General Journal
  3. Filter your list of transactions to include only what you need by using the tools at the top of the list. Add a Start and End Date, include any Tags that apply, and decide if you want a Simple or Detailed report.
  4. Click the blue Generate button.
  5. To save a copy of the report, click Export in the top right corner, above the Tags field. 

The list of transactions you’ve created will be automatically downloaded to your device! Simple! Note: this feature is only available on ZipBooks paid subscriptions.

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