How do I export transactions in CommBiz

You can export up to 15 months of transaction history for your accounts. For older transactions, refer to your account statements.

To export as a CSV or PDF file for a single account:

1. Go to Accounts > Transaction History
2. Select an Account from the drop down
3. Select a date range under Transaction Search > Search
4. Select an Export Format 
5. Click Export Transactions
   It will take a few minutes to generate the export file, then you can:
6. Refresh > View Report to download

To export as a BAI2, QIF or PDF file for one or more accounts:

1. Go to File Transfer > Export
2. Click Request Transaction History File
3. Select the accounts under Available for Export 
4. Set a date range under Select Processing Date
5. Choose a File Format
6. Click Request File
   It will take a few minutes to generate the export file, then you can:
7. Refresh > View Report to download

To access a file you’ve already exported:

1. Go to File Transfer > Export
2. Select the File Name to download